Troy Brown is a CFP-designated registered investment advisor at Tidecrest Wealth Management, LLC, based in Newport Beach, CA, with 8 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 101 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable based on account size and complexity. For assets allocated to private placements, that portion of clients assets shall be charges half of the advisory fee stated above that is in alignment with the value of the entire portfolio managed by TWM.
Fee Estimator
Location
888 San Clemente Drive, Suite 130, Newport Beach, CA, 92660
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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.
Learn about disclosures →Other Business Activities
Troy is a signer on the Brown Media, LLC business account, but performs no other duties. He also creates and sells screw art as a hobby under the name ArtByTroyBrown, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Tidecrest Wealth Management, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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