Frank Alvarez is a registered investment advisor at Tidemark, LLC, based in San Diego, CA, with 11 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 968 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tidemark charges an annual fee based on the value of your portfolio. The fee will not exceed 2.00% and may vary depending on your circumstances and needs. The specific fee is in your contract. Fees are paid quarterly in advance.
Location
5405 Morehouse Dr., Suite 345, San Diego, CA, 92121
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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.
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Frank operates under Tidemark Financial Partners/Tidemark FP as a DBA for his LPL business and dedicates full-time hours to it. He also provides investment advisory services through Tidemark, LLC, an independent investment advisor firm, also dedicating full-time hours. Alvarez Financial is a business entity for tax/investment purposes only, requiring minimal time.
Employment History
Current Registrations
Tidemark, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Waddell & Reed
Waddell & ReedBroker
State Registrations5 states
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.