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
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
Areas of Practice
Location
940 N Industrial Dr, Elmhurst, IL, 60126