Tide Cycle Resources provides investment advice to high-net-worth individuals. At the beginning of the relationship, Tide Cycle discusses the client's investment experience, financial situation, risk tolerance, and goals. Tide Cycle offers portfolio management services that include investment advice tailored to the client's individual needs and objectives. The firm manages client investment portfolios on a non-discretionary basis, requiring client approval before any trades are executed.
Assets Under Management$1.6B
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$780M
Fee Structure
Minimum Investment:$100M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
Fees may be negotiable. The Adviser, at its discretion, may also impose a minimum annual fee that differs from the calculated percentage-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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