Answers to Commonly Asked Questions
Get clarity around who we are and what we do.
Working with a financial advisor is one of those pivotal life decisions—a milestone on your journey that can dictate the route of your financial future. It can be tough to know where to start when selecting a financial advisor. Here are some of the key questions you should ask.
Who is your typical client?
Although we advise a variety of clients, we have built a strong niche among single, widowed, divorced, and married women, many of whom are concerned with retirement and long-term wealth planning.
Where do you meet with clients?
The majority of our meetings are conducted virtually, via Zoom; however, we occasionally meet clients in our Newburyport and Waltham, Massachusetts offices.
Shouldn't I get my finances in order first?
Not at all. That would be like waiting for an injury to heal before visiting your doctor. Every day is an opportunity to build a new financial life.
Will I have access to my accounts online?
You can easily access your detailed account information and monthly statements online by visiting: www.Investor360.net.
If you would like to access your account online but do not have login credentials, please contact our office for assistance.
View this instructional user guide video to learn more Investor360°:
You can also download the free mobile app.
What is your investment minimum?
We generally work with clients who have a minimum of $1,000,000 invested with Tilton Wealth Management, though we evaluate the financial picture of each prospective client on a case-by-case basis.
How are you compensated?
We charge a blended advisory fee based on a client's assets under management. This percentage is referred to as "fee-based investing." However, in certain circumstances, we may present commissionable products or flat-fee consulting services when appropriate.
What happens if something happens to Nathaniel?
Nathaniel has entered into a mutual agreement with CERTIFIED FINANCIAL PLANNER™ professional Stephen Blanchette, owner of Blanchette Financial Group in Newburyport, Massachusetts. In the event of something unexpected happening to Nathaniel, Stephen is prepared to service your wealth planning needs.
