Tidal Investments manages exchange-traded funds and provides investment management services to individuals, high-net-worth individuals, family offices, and institutions. Tidal offers outcome-oriented investment strategies including the Wealth Preservation Series, Target Income Series, and Growth Strategies, primarily utilizing exchange-traded funds, exchange-traded notes, mutual funds, and closed-end funds. Additionally, Tidal provides pension consulting services to corporate retirement plans, non-discretionary portfolio consulting to financial advisors, and capital markets consulting services to other registered investment advisors. Direct client investment management fees are negotiated on an individual basis, typically ranging from 0.25% to 1.50% of the value of your portfolio annually. Tidal is registered with the Securities and Exchange Commission as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated individually with each client, typically ranging from 0.25% to 1.50% annually.