MM
CFA
MM
CFA

Michael Manos

3 Years of Experience
San Marcos, CA

Michael Manos is a CFA-designated registered investment advisor at Tide Cove Capital Partners LLC, based in San Marcos, CA, with 3 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$142.1M

Fee Structure

Planning is included in investment management (also available separately)

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.

Loading...

Location

San Marcos, CA

Get directions

History

Regulatory History
Clean regulatory record

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 Cove Capital Partners LLC
August 2023 - Present · 2 yrs 8 mos
Previous Registrations
Green Street
May 2021 - December 2021 · 7 mos
State Registrations1 state
CA
Advisor

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.

Exams
No exam information available for this advisor.