We are a firm that strives to facilitate multi-generational financial planning. We have clients that range from college-age with their first ROTH IRA’s to retirement and everyone in between. We take pride in having multiple generations among our clients along with single professionals and non-profit organizations. Our strengths include customer service, client satisfaction and the ability to help everyone regardless of where they are in their financial timeline.
Our fees are prorated and paid quarterly, in arrears, based upon the average daily balance of the account for the quarter being billed. Our fees are considered “wrap fees”- meaning the client does not pay a transaction fee for executed trades, we do. We have separate hourly fees for consulting and a one-time set up fee for 529 plans. These plans are not charged quarterly but are maintained as a courtesy to our existing clients.
Per our ADVII our suggested minimum is $50,000 and can be funded by a single account or multiple accounts. However, we have the right to waive that minimum on a per client basis. Our desire to help people begin their journey towards their financial goals is far more important to us than requiring a minimum!
468 S. Independence Blvd Ste. B-122
Virginia Beach, VA 23452
DISCLOSURE: Your use of this website is acknowledgement that you have read and understood this complete page. This website is a publication of Nautilus Financial Group, Inc. (NFG). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Karrie A. Thomas, CFP® is an Investment Advisor Representative of and offers investment advice through Nautilus Financial Group, Inc. (NFG). NFG is registered as an investment adviser in the states it conducts business in. It only transacts business in those states where it is properly notice filed, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators and does not indicate that the adviser has attained a particular level of skill or ability.
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