Nauta Capital offers investment advisory services to retirement plans that are subject to federal retirement plan rules. Nauta acts as a fiduciary, meaning they are legally required to act in the plan's best interest. Nauta's services include selecting a plan custodian and third-party administrator, developing an investment policy, selecting investment options, creating model portfolios, and providing investment performance reports. Nauta offers services ranging from self-managed portfolios to portfolios fully managed by Nauta.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.30% |
The amount of the advisory fee may be negotiated on a case-by-case basis with each plan sponsor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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