Daniel Tilton is a CFP-designated registered investment advisor at Tilton Asset Management, based in Weston, MA, with 21 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 52 clients with $95M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Location
510 Boston Post Road, Weston, MA, 02493
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tilton Asset Management
State Registrations1 state
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