Tiller Private Wealth is a registered investment advisor offering investment management and financial planning services. Tiller works with clients to establish financial goals, develop investment policies, and create and manage portfolios. Tiller primarily manages accounts on a discretionary basis, using mutual funds and exchange-traded funds, and occasionally individual stocks and fixed-income securities. Financial planning is offered as an additional service to investment management clients.
Assets Under Management$730M
Clients348
Advisors5
Avg. per Client$2.1M
Avg. per Advisor$150M
www.linkedin.com/company/tiller-private-wealth/... ·www.tillerpw.com ·www.facebook.com/profile.php?id=61580663096829#
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
The maximum annual investment management fee is 1.15%. A minimum of $1 million of assets under management is required for this service, though this may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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