Tidemark provides ongoing investment management and advice, including asset allocation, investment selection, and portfolio monitoring. They also offer financial planning and consulting services, including reviews of investments, tax status, retirement planning, insurance, college planning, and estate planning. Tidemark may offer advisory services through programs sponsored by LPL Financial.
Assets Under Management$340M
Clients968
Advisors7
Avg. per Client$360K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Tidemark charges an annual fee based on the value of your portfolio. The fee will not exceed 2.00% and may vary depending on your circumstances and needs. The specific fee is in your contract. Fees are paid quarterly in advance.
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