Tishy Financial is a registered investment advisor located in West Chester, Ohio, founded in May 2023 and led by Ryan Tishy. Tishy Financial provides personalized investment management and comprehensive financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations. The firm builds portfolios using a passive investment management strategy and Modern Portfolio Theory, focusing on asset allocation across stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents. In addition to portfolio management, Tishy Financial offers both ongoing and project-based financial planning covering retirement planning, tax planning strategies, estate planning analysis, business planning, cash flow and debt management, employee benefits optimization, insurance review, college savings, and risk management. Tishy Financial operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions or product sales.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. Household accounts may be aggregated.