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How Does The Tilted Funds Group, LLC Help Clients – Key Takeaways:
The Tilted Funds Group, LLC is an independent financial advisory firm that specializes in providing personalized and comprehensive financial advice to individuals and businesses. They have a team of experienced advisors who work closely with their clients to understand their financial goals and create customized strategies to help them achieve them.
Facts and Insights
The Tilted Funds Group, LLC was founded in 2008 and is based in New York City. They currently have over $500 million in assets under management and a team of 10 advisors. Their team has a combined experience of over 50 years in the financial services industry.
Assets Under Management, Number of Advisors and Time in Business:
| Company Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| The Tilted Funds Group, LLC | $500 million | 10 | 12 years |
Financial Services Offered
The Tilted Funds Group, LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, insurance planning, and business planning. They also provide education and guidance on financial decisions such as buying a home, saving for college, or starting a business.
Client Types
The Tilted Funds Group, LLC serves both individual and business clients. They work with clients of all ages, from young professionals just starting their careers to retirees looking to preserve their wealth. They also work with businesses of all sizes, from small startups to large corporations.
Fees & Compensation
The Tilted Funds Group, LLC operates on a fee-only basis, meaning they do not earn commissions from selling financial products. Their fees are based on a percentage of assets under management, so their interests are aligned with their clients’ success. They are transparent about their fees and provide a clear breakdown of their charges.
Background
The Tilted Funds Group, LLC was founded by a team of financial experts with a shared passion for helping individuals and businesses achieve their financial goals. Their team includes Certified Financial Planners, Chartered Financial Analysts, and other industry professionals who are dedicated to providing top-notch financial advice.
Financial Advisor Disclosures to Know
As an independent financial advisory firm, The Tilted Funds Group, LLC is not affiliated with any particular bank, brokerage firm, or investment product provider. They adhere to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. They also have a strict code of ethics and follow all industry regulations and laws.