TrueTide Wealth is a registered investment advisor founded in 2018 and based in Lafayette, California. TrueTide Wealth manages tailored investment portfolios and offers comprehensive financial planning services, including retirement planning, tax strategies, estate planning, risk management, and college savings. TrueTide Wealth works with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Portfolios are constructed using fundamental, technical, and cyclical analysis, incorporating both active and passive investment strategies. TrueTide Wealth requires a minimum investment of $500,000 for its services.
Fee Structure
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+ | 0.40% |
Fees are negotiable. Ongoing planning is complimentary for clients with $2,000,000 or more in assets managed by TrueTide Wealth.