King Tide Advisors
3441 SW Rivers End Way
Palm City, FL 34990
7722332052
About King Tide Advisors
We work with clients that value a financial advisor that helps them reach their financial goals.
Your situation is unique, how you respond to challenges and situations can be unique, but our priority to stay focused on your goals never changes. We help you talk about, define, and revisit your goals, and we work to adjust the plan to stay aligned with your goals.
We focus on: financial planning, investment management, tax efficient strategies, retirement strategies, small business retirement plans, education planning, estate planning.
See Disclosures
General Information
Firm Start Year
2021
No. of Employees
2-4
Firm CRD#
167517
Name of Custodial Firm
Charles Schwab
Years of Experience in Financial Services
12
Number of Years with Current Firm
3
Work Experience
King Tide Advisors - Assist clients with evaluating financial decisions, talking through and educating them on the differences between the decisions. Delivering a holistic relationship that covers each client's planning needs, including investments, insurance, retirement, and estate planning.
Previously I worked as VP of Business Development and managed at team of 15 advisors. This gave us the experience and understanding of how we want to mange client relationships. Our knowledge, experience, and expertise give us the ability to deliver the right services to our clients with the confidence and support they need.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CTFA, ATFA
Firm Information
Firm's Number of Clients
10+
Firm's Number of Planning Clients
10+
Firm's Number of Managed Clients
10+
Assets Managed by Firm
20,000,000
Advisor's Number of Clients
50+
Advisor's Number of Managed Clients
50+
Advisor's Number of Planning Clients
50+
Assets Managed by Advisor
$45,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
250,000
Compensation Methods
Based on Assets
Fee % Based on Assets
1% or less
Minimum Fee Charged for Managed Accounts
1%
Minimum Fee Charged for Hourly Planning Accounts
$3,500 Planning Only
Education
Bachelor of Science - Logistics and Intermodal Transportation
United States Merchant Marine Academy
07/09/1999 -06/16/2003
MBA - Finance
Capella University
2006 -2014
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1890749/rothira-King-Tide-Advisors-detailed-disclosure.html
Disclaimer
King Tide Advisors is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 772-233-2052 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from KTA with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request. This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.