The Tilted Funds Group provides investment consulting and portfolio allocation guidance to individuals, trusts, investment companies, institutions, charitable organizations, and corporations. The firm gathers information about a client's financial situation and investment objectives to tailor its services. Clients can place restrictions on their accounts. The firm will notify clients quarterly in writing to contact the firm if there have been any changes in the client’s financial situation or investment objectives, or to impose or modify account restrictions. Clients receive statements from the custodian/brokerage firm.
Assets Under Management$680K
Clients5
Advisors2
Avg. per Client$140K
Avg. per Advisor$340K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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