Tidal Creek Capital Advisors offers investment advice and financial services to clients. They tailor their investment management and financial planning process to each client's unique needs. For retirement plans, they tailor their services to the Investment Policy Statement. They offer model portfolios and custom portfolios of mutual funds and ETFs. Financial planning is offered as a value-added service at no additional cost.
Assets Under Management$100M
Clients175
Advisors4
Avg. per Client$600K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
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.
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