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Fee Structure

Integrity is one of our core values. We believe that what you pay matters, and we are proud of the transparency in our fees. Our fee options are designed with flexibility so that we can provide the exact resource you need.

Financial Planning

Flat Fee · No Investment Management

$800 to $10,000

 

Looking for a playbook rather than step-by-step guidance?

Our customized in-depth financial plan covers retirement planning and income projections, portfolio reviews, education planning, and more.

Our financial planning flat fee ranges from $800 to $10,000

For those with over $500k in assets held with us the financial plan fees may be waived.

 

Investment Management

Annual Rates · Fully Comprehensive

.50% – 1.4%*

 

Your best interest is of the utmost importance. So while other firms earn commissions, we use our unique tiered fee structure that’s based on your asset size and complexity of strategy.  Our investment management services include comprehensive, ongoing financial planning and guidance.

Annual fees range from 0.5% to 1.4% based on the asset size and the complexity of strategy.

 

 

Tell Us Your Story

We can guide you to your future.

Talk to a Tidemark Financial Consultant today.

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San Diego Office

5405 Morehouse Dr. Suite 345
San Diego, CA 92121

Phone: 858.925.8000

Central Coast Office

6907 El Camino Real, Suite A
Atascadero, CA 93422

Phone: 805.466.2045