Tilson Financial Group Inc

The Tilson Financial Group, Inc. is a registered investment adviser established in New Jersey on January 7, 2000. The firm offers discretionary and non-discretionary investment management services, financial planning, and consulting to individuals, charitable organizations, pension and profit-sharing plans, trusts, and business entities. They provide services such as retirement planning, tax planning, education funding, estate planning, and investment management on a fee-only basis. The annual investment management fee ranges from 0.30% to 1.00% based on the market value of assets managed, with a minimum account size of $500,000. Client accounts are maintained at custodians such as Schwab Advisor Services, SEI Investments, and AXOS Advisor Services. TFG follows Modern Portfolio Theory principles, emphasizing asset allocation, diversification, and rebalancing to manage risk and improve performance. The firm does not charge performance-based fees, engage in side-by-side management, or vote client proxies. Clients receive regular account statements and reports, and TFG does not have any disciplinary history. For any inquiries, clients can contact the Chief Compliance Officer, Robert Tilson.