Tilton Asset Management develops investment strategies based on client objectives and risk tolerance. The firm recommends investments, usually mutual funds or ETFs, and structures portfolios for tax efficiency. Tilton Asset Management monitors investments, measures performance, evaluates funds, and prepares reports. Clients have online access to their accounts through Fidelity Investments.
Assets Under Management$95M
Clients52
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$95M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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