Tilden Path Capital provides investment management services, creating investment strategies based on individual client goals, risk tolerance, and time horizon. Tilden Path also offers a strategy focused on small- and mid-cap technology stocks for investors with higher risk tolerance. Clients can impose restrictions on investments. Tilden Path does not participate in wrap fee programs.
Assets Under Management$7.6M
Clients11
Advisors1
Avg. per Client$700K
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based upon certain criteria. Qualified clients have the option of paying performance-based fees of 25% of net annual profits above a 6% “Hurdle Rate”, and only to the extent that such appreciation causes net asset value to exceed its high-water mark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...