TrueTide Wealth manages investment portfolios based on clients' individual needs and goals. TrueTide Wealth also offers project-based financial planning services on topics such as retirement planning, risk management, college savings, and estate planning. Ongoing financial planning is also available for a quarterly fee.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
Fees are negotiable. Ongoing Financial Planning will be offered complimentary for Clients with at least $1,000,000 in assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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