Jeffrey Croteau is a CFA-designated registered investment advisor at Tide Cycle Resources LLC, based in Portsmouth, NH, with 5 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees may be negotiable. The Adviser, at its discretion, may also impose a minimum annual fee that differs from the calculated percentage-based fee.
Fee Estimator
Location
36 Maplewood Ave, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tide Cycle Resources LLC
Previous Registrations
Prime Buchholz & Associates INC
Prime Buchholz & Associates INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.