Grounded Wealth is a registered investment advisor founded by Nicholas Tilli, offering two main service structures to individuals and families. The Personal Financial Advisory Practice combines financial planning, discretionary investment management, and continuous portfolio monitoring under a single asset-based fee, generally intended for clients with at least $1,000,000 in investable assets. The Personal Financial Practice is a fixed-fee offering focused on financial planning and ongoing monitoring, designed for clients earlier in their wealth-building journey, with an optional discretionary investment management add-on available. Grounded Wealth tailors investment portfolios to each client's individual goals, risk tolerance, and time horizon, utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. The firm acts legally required to act in your best interest and holds no performance-based fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees generally range from 0.35% to 1.00% for comprehensive wealth management, and 0.50% to 0.79% for investment management added to the fixed-fee practice. Fees may be negotiable.