Tilden Capital Management is a registered investment advisor based in Valhalla, New York, founded and managed by Mason A. Tilden. The firm provides customized investment management and financial planning services tailored to each client's specific goals, risk tolerance, and portfolio constraints. Rather than using standard pre-built model portfolios, Tilden Capital Management develops an individual investment policy statement for every client and builds diversified portfolios primarily using exchange-traded funds, mutual funds, and occasionally individual bonds. In addition to managing investment portfolios with the authority to make trades without asking first, the firm offers comprehensive or modular financial planning covering cash flow management, tax planning, retirement, insurance, and estate planning. Tilden Capital Management specializes in working with individuals, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are non-negotiable. Billed quarterly based on the average daily fair market value of assets under management over the prior quarter.