Tidecrest Wealth Management provides investment advice and financial planning services to individuals, families, and businesses. Services include portfolio management, investment analysis, retirement planning, and estate planning. Tidecrest uses various analysis methods to determine investment strategies and does not guarantee any results or returns.
Assets Under Management$250M
Clients101
Advisors3
Avg. per Client$2.5M
Avg. per Advisor$83M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees are negotiable based on account size and complexity. For assets allocated to private placements, that portion of clients assets shall be charges half of the advisory fee stated above that is in alignment with the value of the entire portfolio managed by TWM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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