Brett Upper is a CFA-designated registered investment advisor at Tide Cove Capital Partners LLC, based in San Diego, CA, with 9 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tide Cove Capital's investment advisory fees are based on the value of your portfolio and are paid quarterly. The fees can be up to 1.25% per year, depending on the complexity of the services, the amount of assets managed, and the overall relationship. In some cases, a fixed annual fee may be offered, but it won't be higher than the percentage-based fee.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tide Cove Capital Partners LLC
Previous Registrations
Balboa Wealth Partners, INC.
Alphacore Capital LLC
Ari Financial Services, INC.Broker
Daniel Wealth Advisors
Daniel Wealth Advisors
Vcg Securities, LLCBroker
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.