Tilson Financial Group offers both initial and ongoing financial planning and investment management services to individuals, charitable organizations, pension and profit-sharing plans, trusts, and business entities. Tilson Financial Group builds globally diversified portfolios primarily using mutual funds and exchange-traded funds, applying Modern Portfolio Theory. Financial planning services cover retirement planning, tax planning, education funding, estate planning, and death and disability planning. Investment management can be provided on a discretionary or non-discretionary basis, with assets held at qualified custodians such as Schwab, SEI, and AXOS Advisor Services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $999K | 1.00% |
| $999K - $3.0M | 0.75% |
| $3.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are blended based on the total aggregate value of all accounts under management. Tilson Financial Group generally requires a minimum account size of $500,000 but may accept smaller accounts at its discretion.