Tilden Loucks & Woodnorth LLC

Assets Under Management

$161.7M

Number of Clients

49

Number of Advisors

2

Avg. Portfolio per Client

$3.3M

Avg. Managed per Advisor

$80.9M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

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.

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$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
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Location

940 N Industrial Dr, Elmhurst, IL, 60126

2 Advisors at this firm

Tilden Loucks & Woodnorth LLC | TrueAdvisor