Flood Tide Financial offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement outlining the client’s situation and construct a plan to select a suitable portfolio. Flood Tide Financial generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities.
Assets Under Management$4.8M
Clients4
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.05% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.65% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...