High Tide Advisory provides investment advice and financial planning services. High Tide designs asset allocation recommendations, typically using diversified exchange-traded funds (ETFs), and monitors progress. Clients execute trades at the custodian of their choice. High Tide also offers stand-alone consulting services, such as retirement income mapping and tax-efficient distribution strategies. High Tide does not have authority to make trades without asking or take custody of client funds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.85% |
Households below $300,000 AUM are subject to a $3,000 minimum annual advisory fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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