Tide Cove Capital offers investment advisory services, including wealth management and investment consulting, to individuals, sovereign wealth funds, and other institutions. For wealth management, Tide Cove Capital works with clients to define their investment goals, risk tolerance, and financial situation to create a portfolio strategy, typically using low-cost, diversified mutual funds and exchange-traded funds. Investment consulting services involve developing a formal financial plan or investment policy statement.
Fee Structure
Tide Cove Capital's investment advisory fees are based on the value of your portfolio and are paid quarterly. The fees can be up to 1.25% per year, depending on the complexity of the services, the amount of assets managed, and the overall relationship. In some cases, a fixed annual fee may be offered, but it won't be higher than the percentage-based fee.