Kate Dumas is a CFA-designated registered investment advisor at Tide Cycle Resources LLC, based in Portsmouth, NH, with 1 years of industry experience. Kate operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees may be negotiable. The Adviser, at its discretion, may also impose a minimum annual fee that differs from the calculated percentage-based fee.
Fee Estimator
Location
36 Maplewood Ave, Portsmouth, NH, 03801
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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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Kate owns KRD Realty LLC and Wind Sand Stars Advisory LLC, both real estate properties. She spends no time on these activities.
Employment History
Current Registrations
Tide Cycle Resources LLC
State Registrations1 state
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