Nautilus Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nautilus Advisors LLC provides investment advisory and financial planning services to individuals (including high net worth clients), pension and profit-sharing plans, and charitable organizations, offering comprehensive portfolio management, financial planning and consulting, retirement plan consulting, and periodic newsletters. The firm manages client accounts using exchange-traded funds, mutual funds, individual equities and fixed income, and accepts annuities within advisory accounts as part of its service arrangements.
In working with clients the firm conducts one or more intake meetings to assess goals and risk tolerance, prepares written financial plans for planning engagements, and reviews managed accounts at least quarterly while employing fundamental, technical and cyclical analysis as well as option strategies and both short- and long-term trading approaches. Nautilus also documents and implements investment policy statements and asset-allocation guidance for retirement plan sponsors and provides participant education as part of its retirement plan consulting work.
Compared with many peers, Nautilus discloses active involvement with insurance products through representatives who act as licensed insurance agents and the firm’s handling of annuities within advisory accounts, and its financial planning scope expressly includes lines-of-credit evaluations. The firm also notes use of borrowing in separately managed accounts and emphasizes procedural safeguards for custody and standing instructions, practices that are less common among similarly sized advisers.
Client services
Expertise
Fee options
Flat fees for Financial Planning and Consulting generally range from $500 to $10,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.90% Over $10,000,000+: By Negotiation
Fee-only: Flat fees for Financial Planning and Consulting generally range from $500 to $10,000
Main office
888 Prospect St., Suite 200
La Jolla CA 92037
Advisors at this office
3
Most active in
California · Colorado · Texas
Also doing business as
Nautilus Advisors LLC · Ntls · Ntls Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael B
CFP®, Series 63, Series 65
La Jolla, CA
Nautilus Advisors LLC
Michael Behner is a CFP® professional with 25 years of industry experience, currently serving at Nautilus Advisors LLC since 2010. He holds Series 63 and Series 65 licenses and is involved in individual and group health insurance activities. Nautilus Advisors, operating as NTLS Wealth Management, provides portfolio management, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses a combination of fundamental, technical, and cyclical analysis, employing strategies such as trading and option writing, while allowing clients to impose reasonable investment restrictions on managed portfolios.
Kara M
CFP®, Series 66
La Jolla, CA
Nautilus Advisors LLC
Kara Marquez is a CFP® and holds a Series 66 license with 14 years of industry experience. She has worked at Nautilus Advisors LLC since 2018 and previously spent four years at J.P. Morgan Securities. Nautilus Advisors LLC serves individuals, including high net worth clients, pension and profit-sharing plans, and charitable organizations by providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm uses a portfolio process that combines fundamental, technical, and cyclical analysis, and offers a range of planning services including mortgage and debt analysis as well as corporate structure studies.
Daniel C
Series 63, Series 65
La Jolla, CA
Nautilus Advisors LLC
Daniel Callan is a financial advisor with Nautilus Advisors LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Nautilus Advisors since 2018 and previously spent four years at JPMorgan Securities LLC. Nautilus Advisors, operating as NTLS Wealth Management, serves individuals—including high net worth clients—pension and profit-sharing plans, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, combining fundamental, technical, and cyclical analysis with a variety of investment strategies and customized planning solutions.
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