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King Tide Advisors

Tel: 772-233-2052
3441 SW Rivers End Way
Palm City, FL 34990
King Tide Advisors | Financial Advisor in Palm City ,FL

ride the wave


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.

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General Information

Firm Start Year:   2021
No.of Employees:   2-4
Name of Custodial Firm:   Charles Schwab
Number of Years with Current Firm:   1
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.

AAFMAA Wealth Management & Trust LLCAAFMAA Wealth Management & Trust LLC - VP of Business Development, Senior Relationship Manager, Business Development Officer - Manage and drive business development activities across the enterprise. Through the knowledge, experience, and expertise of the team, we deliver the right services to our clients with the confidence and support they need.
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Services

Investment Types:   Stocks, Bonds, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Email, Your Home, Via Phone, Video Conference

Firm Information

Firm's Number of Clients:   10+
Firm's Number of Planning Clients:   10+
Firm's Number of Managed Clients:   10+
Advisor's Number of Clients:   28
Advisor's Number of Managed Clients:   28

Compensation and Fees

Fee Structure:   Fee-Only
Minimum Portfolio Size for New Managed Accounts:   500,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   Varies bas

Education

Bachelor of Science  - Logistics and Intermodal Transportation   United States Merchant Marine Academy  - New York
07/09/1999-06/16/2003
MBA  - Finance   Capella University  - Minneapolis
2006-2014

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Financial Services

Financial Planning for Businesses

Small businesses now have access to the same 401(k) plans as big businesses. Having a 401(k) plan can help recruit and retain employees. It gives employees the ability to personalize their retirement planning strategy and set retirement goals. It can also provide employers tax advantages for offering the plan.

Financial Planning for Individuals

We help clients align their work, family, health, and community through a financial plan. Understanding each client and family's intent helps our team develop and review the right path forward.

Portfolio Management

We work with each client to walk them through the right portfolio solutions to keep their goals on track. Our team constantly monitors, adjusts, and rebalances portfolios based on each client's objectives.

Retirement Planning

Your life is unique and your retirement is unique. Today retirement can mean financial independence, playing golf, starting another career, traveling, watching grandchildren, or coaching a high school varsity team. We don't define retirement, we work with our clients to keep it on track.

Insurance Planning

We work with our clients to identify the right insurance needs to protect their assets and their family. We coordinate this effort with their insurance service or an insurance team that can help find the right solutions.

Tax Advice and Services

Conversion Strategies, appropriate retirement income strategies, managing portfolio changes - all of these can have an impact of your taxes. We work with your tax advisor to coordinate and develop the right strategy.

Education Funding and Planning

Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education. Luckily, there are a number of government-encouraged educational planning tools that are available to individuals and families.

Investment Advice & Management

Investment success comes from the proper asset allocation that matches the client's long-term investment goals with their ability to tolerate short-term market volatility.

Money Management

Investment success comes from the proper asset allocation that matches the client's long-term investment goals with their ability to tolerate short-term market volatility.


FAQs

Do you have a customer satisfaction or refund policy?

We haven't run into this situation. If a client is not happy with the level or quality of service they have received we will talk with them about the appropriate resolution. We are not the right fit for everyone and we try to discover that up front through our initial conversation.

Why should I choose you as my financial advisor?

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan to get you there. As your life changes, we'll adjust your plan so it better aligns with your life. Our team is always here helping you hit the next goal. We are a partner to help guide you through financial decisions no matter what stage you are walking through.

What are your qualifications? What is your education background?

CERTIFIED FINANCIAL PLANNER" practitioner, Certified Trust Financial Advisor, Accredited Trust Financial Advisor.

How do you charge for your services?

We charge a percentage for Assest Under Management (AUM) and we charge a fee for financial planning services.

How are you compensated? How will I pay for your services?

We are fee only advisors.

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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.

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


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Communities Served

Nationwide with pockets in Stuart FL
Washington DC area New York
and Houston TX

Compensation Arrangements

Bank Transfer
brokercheck

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