Tillberg Capital Management, Inc. is an investment advisor providing investment management services to individuals, pensions and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. Assets provided to Tillberg Capital Management, Inc. for investment will be charged a fee that will be a % of the assets under management paid quarterly.
PORTFOLIO VALUE ANNUAL FEE
up to $100,000 2.00%
$100,001 - $250,000 1.75%
$250,001 - $500,000 1.50%
$500,001 - $1,000,000 1.25%
$1,000,000 - $3,000,000 1.00%
above $3,000,000 Negotiable
Minimum Initial Account Size: $10,000 Prefer Clients to have minimum net worth excluding residence of $30,000
The management fee is exclusive of, and in addition to brokerage commissions, transaction fees, and other related costs and expenses which shall be incurred by the client.
