Rising Tide Wealth Advisory Solutions (RTWAS) manages investment portfolios based on clients' individual needs and goals. RTWAS also offers financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, investment analysis, real estate consulting, retirement planning, risk management, and tax planning strategies. Financial planning is available through ongoing comprehensive planning or project-based engagements.
Assets Under Management$19M
Clients29
Advisors1
Avg. per Client$660K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $7.0M | 0.70% |
| $7.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Subject to a minimum quarterly fee of $2,500. The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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