Tillman Hartley offers personalized financial planning and investment management to individuals, plans, trusts, estates, charitable organizations, and small businesses. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Tillman Hartley also offers Family Board of Directors™ services for families with complex assets.
Fee Structure
Tillman Hartley charges an annual advisory fee based on the value of your portfolio. This fee covers advisory services, trade entry, investment supervision, and account maintenance. The annual rate is usually between 0.35% and 1%, with a maximum of 1%, which is negotiable. Tillman Hartley may charge a set minimum fee if the percentage fee on assets is insufficient to cover the scope of the work.