Tidemark, LLC

Tidemark, LLC, a Nevada limited liability company established in 2023, offers asset management services to individuals, high net-worth individuals, small businesses, and institutional clients. The firm provides ongoing investment management advice on a discretionary and non-discretionary basis, including asset allocation, investment selection, strategy, monitoring, and risk tolerance assessment. Tidemark's investment recommendations cover equities, ETFs, mutual funds, fixed income securities, alternative investments, and structured products, tailored to client objectives and risk profiles. The firm also offers financial planning and consulting services, estate planning services through a third-party provider, and access to LPL Financial's advisory programs. Clients pay an annual fee based on assets under management, not exceeding 2.00%, with negotiability on a client-by-client basis. Tidemark does not charge performance-based fees and acts as a fiduciary. The firm does not vote proxies for client securities and does not accept custody of client assets. Clients have the option to custody their accounts with LPL Financial, Charles Schwab, or Fidelity Investments. Tidemark has no reportable disciplinary events and provides quarterly account reviews and statements to clients. The firm does not vote proxies for client securities and does not accept custody of client assets.