Tilden, Loucks & Woodnorth (TLW) offers financial planning and investment management services. TLW works with individuals, trusts, estates, charities, and small businesses. TLW uses a subadvisor, RGCO, for investment recommendations and order placement. TLW supervises the investment advice and manages the client relationships. TLW also manages one discretionary account through RGCO.
Assets Under Management$160M
Clients49
Advisors2
Avg. per Client$3.3M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.00% |
Fees may be negotiable. Recommendations for investments are executed through LSS, TLW’s sister company. No commissions for order execution and clearing trades are charged clients for transactions, unless specifically otherwise agreed to in writing by the client and TLW.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...