Kara
Marquez
Nautilus Advisors LLC
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About this Advisor
Kara Marquez is a certified financial planner operating out of Ladera Ranch, California, with 5 years of industry experience. Marquez is an advisor for Nautilus Advisors LLC. During their career, Marquez has held roles at Fidelity Brokerage Services LLC, J.P. Morgan Securities LLC, Strategic Advisers Inc and Nautilus Advisors LLC. Marquez holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California. Nautilus Advisors LLC is a business that has its headquarters in San Diego, CA. The firm has just three advisors. It administers $226 million in assets across its 458 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 458 client accounts, 80% are associated with high-net-worth individuals who have greater than $1 million in assets. Nautilus Advisors LLC performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial advisory services are based on which services the firm provides the client. However, fees charged by Nautilus Advisors LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nautilus Advisors LLC Brokerage Details
$226,069,759
3
458
$493,602
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Kara Marquez Work History
Kara has been registered as a financial advisor for 5 years.*
Nautilus Advisors LLC
J.P. Morgan Securities LLC
Strategic Advisers Inc
Fidelity Brokerage Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kara Marquez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nautilus Advisors LLC
Ladera Ranch, CA
Ladera Ranch, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
