Nicholas Tilli is a fee-only financial planner located in Minnetonka, MN meeting with clients throughout Minneapolis and the midwest (face to face or virtual).
Tilli Wealth Management works with Fortune 500 professionals, folks nearing or in retirement, and those with equity compensation in pre- and post-IPO companies.
As a fee-only, fiduciary, and independent financial advisor, Nicholas Tilli is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Tilli Wealth Management works with Fortune 500 professionals, folks nearing or in retirement, and those with equity compensation in Publicly Traded Companies and Pre-IPO startups.
General Information |
| Work Experience: | Nick spent the bulk of his career working for Fidelity Investments working with individuals and families to create and maintain financial plans. Led by a desire to operate underneath the fiduciary standard, Nick left to join the ranks of the Registered Investment Advisors (RIA's) who operate under the fiduciary standard, committed to putting the client's interest first. Nick served as the Director of the Private Client Group for a top 100 accounting firm, overseeing a team of advisors and responsible for the strategy and execution of the division. Led by a strong desire to always do what's right for clients and the need to create a service model that delivers more value than what is currently being offered in the marketplace meant the only way to do that was to establish Tilli Wealth Management. |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning |
Services |
| Investment Types: | Commodities, Stocks, Bonds, Options & Futures, Mutual Funds, Mortgages & Real Estate, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Office, Email, Phone, Your Home, Our Office, Video Conference |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | 100000 |
| Compensation Methods: | Hourly, Flat Fee, Based on Assets |
Registered Investment Advisor:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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