Robert Tilson
Robert Tilson is a CFP-designated registered investment advisor at Tilson Financial Group INC, based in Naples, FL, with 39 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 439 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $999K | 1.00% |
| $999K - $3.0M | 0.75% |
| $3.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are blended based on the total aggregate value of all accounts under management. Tilson Financial Group generally requires a minimum account size of $500,000 but may accept smaller accounts at its discretion.
Fee Estimator
Location
Naples, FL
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Robert is the principal of Tilson Financial Group, Inc., managing client assets and preparing financial plans, which takes nearly full-time. He is also an independent insurance broker and a vice president/board member of the Joan Capps Foundation, dedicating minimal time to the foundation.
Employment History
Current Registrations
Tilson Financial Group INC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
American Express Financial Advisors INC.Broker
State Registrations3 states
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.
Exams
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