Nautilus Advisors LLC

SEC-regulated
Registered investment advisor
Nautilus Advisors LLC, operating as NTLS Wealth Management, is a California-based investment advisory firm established in 2010 by Michael Behner. The firm offers Comprehensive Portfolio Management, Financial Planning and Consulting, Retirement Plan Consulting, and Newsletter publication services. Clients can expect personalized investment advice tailored to their financial goals and risk tolerance. Nautilus Advisors charges fees based on a tiered schedule for Comprehensive Portfolio Management, a flat fee for Financial Planning, and a percentage of Plan assets for Retirement Plan Consulting. The firm does not charge performance-based fees and does not participate in wrap fee programs. Clients have the option to grant investment discretion to the firm, allowing it to execute transactions on their behalf. Nautilus Advisors does not accept proxy authority to vote client securities and does not provide financial information in the brochure due to specific criteria. The firm emphasizes its fiduciary duty to act in the best interests of clients and maintains a Code of Ethics to ensure ethical conduct by all associates.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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