Ryan Casey is a CFP-designated registered investment advisor at Tilia Fiduciary Partners, INC., based in Wilmington, NC, with 8 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 356 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tilia Fiduciary Partners' (TFP) maximum annual fee for managing your investments is 1.00% of the value of your portfolio. The minimum portfolio value is generally $1,000,000. There is a $10,000 minimum annual fee ($2,500 per quarter). TFP may make exceptions or negotiate special fee arrangements. If TFP manages accounts valued under $1,000,000, they will bill $2,500 per quarter until the account exceeds $1,000,000, at which time, the agreed upon fee schedule based on a percentage of the assets under management becomes effective.
Location
32 N. Front Street, Wilmington, NC, 28401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Ryan is a member/owner of Tilia Holdings, LLC, a real estate holding company, since 2022. He spends minimal time on this passive real estate activity.
Employment History
Current Registrations
Tilia Fiduciary Partners, INC.
State Registrations2 states
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