Rising Tides Financial offers financial planning and investment management services. After gathering your financial information, Rising Tides Financial will create a plan covering cash flow, taxes, insurance, estate planning, and investments. They will help you implement the plan, including evaluating insurance options and setting up appointments with attorneys. They also offer ongoing reviews and updates to your financial plan.
Assets Under Management$39M
Clients26
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management
Rising Tides Financial's fees for advisory services are paid via a fixed fee. The annual fee ranges from $12,000 to $20,000, billed quarterly in advance. The actual fee is determined based on the complexity of the situation and the scope of services.
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