MT
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$115.3M average
Assets Under Management
$3.1B
Fee Structure
Financial Planning:Investment management only
TCM's fees vary among the investment products or institutional separately managed accounts it furnishes advisory services or sub-advisory services. TCM performs portfolio management services for ETFs in exchange for compensation as set forth in the fee table of the prospectus. Fees for OCIO, outsourced trading, and white label ETF services are negotiable.
Areas of Practice
Investment Management
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Advisor Information
Office location
riverside, CT
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tuttle Capital Management, LLC
August 2012 - Present · 13 yrs 5 mos
Previous Registrations
Belpointe Asset Management LLC
February 2015 - March 2018 · 3 yrs 1 mo
S&g Wealth Management, LLC
January 2015 - November 2015 · 10 mos
Tuttle Wealth Management, LLC
July 2005 - March 2018 · 12 yrs 8 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.