Tilson Financial Group provides financial planning and investment management services. Financial planning includes retirement, tax, education, and estate planning. For investment management, Tilson Financial Group can make investment decisions for you or provide recommendations. They may use independent managers to manage a portion of your assets. Tilson Financial Group also provides retirement plan consulting to plan sponsors.
Assets Under Management$750M
Clients439
Advisors8
Avg. per Client$1.7M
Avg. per Advisor$94M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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 for third-party managers are in addition to the fees charged by Tilson Financial Group. Tilson Financial Group may charge a lesser management fee or accept lesser account sizes, based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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