Tidewater Wealth Advisors offers investment advisory services, primarily managing portfolios on a discretionary basis. They aim to reduce risk and increase performance using various securities and strategies. They may use investment models developed by Netherby Advisors, incurring an additional fee. Tidewater tailors services to individual client needs and may use risk assessment software. They do not provide custodial services or sponsor a bundled fee program.
Assets Under Management$15M
Clients11
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$15M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable. Client assets placed into investment allocations managed by Netherby Advisors will be charged an additional 0.20% per year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...