The Financial Expert Helping Clients at FLOOD TIDE FINANCIAL LLC
FLOOD TIDE FINANCIAL LLC is a leading financial advisory firm that offers expert guidance and financial services to its clients. With a team of highly qualified and experienced advisors, FLOOD TIDE FINANCIAL LLC has a reputation for providing personalized and comprehensive financial solutions to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
FLOOD TIDE FINANCIAL LLC takes a holistic approach towards financial planning and offers a wide range of services to help clients reach their financial objectives. Their key services include:
- Investment management and portfolio optimization
- Retirement planning
- Tax planning and management
- Estate planning
- Insurance and risk management
- Education planning
Facts and Insights
With a strong track record of success, FLOOD TIDE FINANCIAL LLC has established itself as a trusted and reliable financial advisor for individuals, families, and businesses. Here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20 years |
Financial Services Offered
FLOOD TIDE FINANCIAL LLC offers a comprehensive range of financial services to address the diverse needs of their clients. These services are designed to help clients grow and protect their wealth, as well as plan for a secure financial future. Some of the key services offered include:
- Investment management
- Retirement and financial planning
- Tax planning and management
- Estate planning
- Insurance and risk management
- Business financial planning
Client Types
FLOOD TIDE FINANCIAL LLC caters to a diverse clientele, including individuals, families, and businesses. Their services are tailored to meet the unique needs and goals of each client, and they strive to build long-term relationships based on trust and integrity.
Fees & Compensation
At FLOOD TIDE FINANCIAL LLC, clients are charged a fee based on a percentage of their assets under management. This fee structure ensures that the advisors’ interests are aligned with those of their clients, as they only make money when their clients’ portfolios grow. The firm also offers hourly, project-based, and retainer fees for specific services, depending on the client’s needs and preferences.
Background
FLOOD TIDE FINANCIAL LLC was founded in 2001 and has been providing expert financial advice and services to clients for over 20 years. The firm is led by a team of seasoned financial advisors with a strong track record of success and a wealth of experience in the industry. Their expertise and dedication to their clients have earned them a reputation as a top financial advisory firm in the market.
Financial Advisor Disclosures to Know
As a registered investment advisor, FLOOD TIDE FINANCIAL LLC is required to disclose any potential conflicts of interest and past disciplinary actions on their part. These disclosures can be found on their Form ADV, available on the Securities and Exchange Commission’s website. This transparency ensures that clients are fully informed and can make well-informed decisions about their finances.