Jacob Dixon is a registered investment advisor at Tidal Creek Capital Advisors, based in Bluffton, SC. Jacob 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
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tidal Creek Capital Advisors
Previous Registrations
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.