Judith Lutzy
Judith Lutzy is a CFP-designated registered investment advisor at Tilson Financial Group INC, based in West Orange, NJ, with 36 years of industry experience. Judith 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
West Orange, NJ
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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
Judith is an investment advisor representative (IAR) with Tilson Financial Group Inc., managing client assets and preparing financial plans, taking about a quarter of her time. She is also an independent insurance broker for various independent insurance companies.
Employment History
Current Registrations
Tilson Financial Group INC
Previous Registrations
American Portfolios Financial Services, INC.Broker
Cambridge Investment Research, INC.Broker
Cadaret Grant & CO INC
Guardian Investor Services CorporationBroker
Cadaret, Grant & CO., INC.Broker
Guardian Investor Services CorporationBroker
W.D.R. Equity Resources, INC.Broker
Vantage Financial Services, INC.Broker
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.
Exams
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