Ivan Tidwell is a CFP-designated registered investment advisor at Tidwell Wealth Management LLC, based in Rocklin, CA, with 8 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 80 clients with $63M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Location
2209 Plaza Drive, Suite 200, Rocklin, CA, 95765
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 →Other Business Activities
Ivan is a member of SROP II, LLC, a building ownership and management company, since 2020. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Tidwell Wealth Management LLC
Previous Registrations
Peak Investment Solutions, LLC
State Registrations1 state
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