Tilia Fiduciary Partners, Inc.

Overview

Headquarters

Wilmington, NC

Total Firm Assets

$404 million

Average High-Net-Worth Client Portfolio Size

$4.0 million

Stated Minimum Account Size

$1,000,000

Fee Disclosure

Source: TILIA PARTNERS BROCHURE (2026-05-19) · View brochure text

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets

75.61%

Number of High-Net-Worth Clients

77

Total Client Accounts

997

Discretionary Accounts

979

Non-Discretionary Accounts

18

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number

157852

• TILIA PARTNERS BROCHURE (2026-05-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions