Joshua Marcus is a registered investment advisor at Tidal Creek Capital Advisors, based in Bluffton, SC, with 5 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 175 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tidal Creek Capital Advisors charges a percentage of the amount you invest. The specific percentage depends on the investment strategy you choose:
- Palmetto Strategy — 1.45% per year
- Live Oak Strategy — 1.35% per year
- Magnolia Model — 1.00% per year
- Custom Portfolio — 1.00% per year
The fees are negotiable based upon certain circumstances. The minimum account opening balance is $50,000, which can be negotiable.
Location
18 Palmetto Way, Suite B, Bluffton, SC, 29910
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tidal Creek Capital Advisors
State Registrations6 states
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