Riptide Financial, LLC is a registered investment advisor that provides investment management and financial planning services. Riptide Financial manages investment accounts using model asset allocation portfolios designed to meet specific investment goals. The firm primarily uses institutional style-specific asset class mutual funds and exchange-traded funds to mirror asset classes and minimize client costs. Financial planning services focus on portfolio longevity, cash flow management, and risk mitigation.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees for portfolios over $10,000,000 are quoted on an individual basis. Riptide Financial may discount the management fee charged to any client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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