Louis Tilchin
Louis Tilchin is a registered investment advisor at Jaffe Tilchin Investment Partners, LLC, based in Tampa, FL, with 39 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,478 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jaffe Tilchin charges a percentage of your portfolio's value each year for investment management. The maximum you'll pay is 2.00% annually, which includes any fees charged by independent managers. This fee covers actively managed cash balances. Fees are calculated based on the market value of your assets as determined by the custodian of your account.
Location
15350 N. Florida Ave., Tampa, FL, 33613
Get directionsHistory
Regulatory History (5)
Customer Dispute
September 2011Customer Dispute
November 2003Customer Dispute
October 2002Customer Dispute
April 2002Customer Dispute
March 2002Other Business ActivitiesSells Insurance
Louis is a majority partner of Jaffe Tilchin Wealth Management, dedicating nearly full-time hours to the firm, which provides investment and insurance services. He is also a silent partner and owner of RCR Financial, a property and casualty agency, and receives half of any profits. Louis's LLC owns private equity in a medical device company.
Employment History
Current Registrations
Jaffe Tilchin Investment Partners, LLC
Previous Registrations
Apw Capital, INC.Broker
J.W. Cole Financial, INC.Broker
Jonathan Roberts Financial Group, INC.Broker
Jonathan Roberts Advisory Group, INC.
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.