Advisor at Tidewater Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tidewater Wealth Advisors
Location
Savannah, GA
Credentials
Series 63, Series 65
Industry experience
18 years
William Chisholm is a financial advisor at Tidewater Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 designations and has been with Tidewater Wealth Advisors since 2010. Prior to that, he was associated with Tidewater Investors LLC starting in 2009. Tidewater Wealth Advisors provides fee-based, discretionary investment advisory and portfolio management services to individuals, trusts, estates, and small businesses. The firm operates as a single-advisor practice offering customized asset management and employs an allocation-focused approach that incorporates both fundamental and technical analysis, using a variety of investment instruments and third-party model portfolios.
Based on Tidewater Wealth Advisors
$0 - $5 million: 1.00% annually $5 million - $10 million: 0.60% annually $10 million+: 0.50% annually
Account minimum: $2 million Fee-only: 1.00% annually on first $5 million, 0.60% on next $5 million, 0.50% thereafter, all payable monthly in arrears; additional 0.20% annual fee for assets managed via Netherby models.
Savannah, GA
Georgia
Tidewater Wealth Advisors LLC
2010 - Present (16 years)
Tidewater Investors LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Savannah, GA
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Series 65
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Zimmer Capital Management LLC
Series 63, Series 65
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Strategic Investment Solutions, LLC
Series 65
Savannah, GA
Constant CashFlow, LLC
CFA®, Series 63
Savannah, GA
VDB Wealth
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