Fees

Clear fees before engagement.

High Tide Advisory uses a transparent, conflict-disclosed fee structure. Fees depend on the service selected and are reviewed before engagement.

Ongoing Investment Advisory

1.00%

per year on the first $3,000,000 of assets under management. 0.85% per year on assets above $3,000,000. Households below $300,000 AUM are subject to a $3,000 minimum annual advisory fee.

Flat-Fee Financial Planning

Planning engagements may be quoted as fixed fees based on scope and complexity: Basic, Intermediate, and Comprehensive engagements. Fees are quoted in writing before engagement.

Hourly Consulting

Hourly consulting may be available for focused planning needs. The current ADV/Form CRS should be reviewed for current hourly rates and pre-purchased bundles.

Business Retirement-Plan Consulting

Plan setup and ongoing consulting may be available depending on scope, plan assets, and engagement terms.

Fee-based clarification. High Tide Advisory LLC charges advisory fees only. Affiliated insurance services through BJB Insurance Solutions LLC may generate commissions. Tax preparation or tax advisory services through High Tide Tax Solutions LLC may involve separate fees. Use of affiliated services is voluntary and creates conflicts that are disclosed.

Start with discovery

Start with the planning picture.

Discovery helps High Tide Advisory understand your situation before any recommendation is made. Completion of discovery does not establish an advisory relationship.

Ready to organize the full picture?

Review fees and disclosures, then begin the discovery questionnaire when you are ready.

Begin Discovery Review Disclosures