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The fee is billed in advance, is negotiable and has a $10,000 annual minimum.","source":"TILIA PARTNERS BROCHURE, filed 19 May 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Tilia Fiduciary Partners use?","answer":"Tilia Fiduciary Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $404M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tilia Fiduciary Partners have?","answer":"Tilia Fiduciary Partners has 5 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tilia Fiduciary Partners invest in?","answer":"At the end of its last fiscal year, Tilia Fiduciary Partners’ separately managed accounts held 39% exchange-traded equities, 29% investment grade corporate bonds, 11% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 7% U.S. government and agency bonds, 4% high-yield corporate bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Tilia Fiduciary Partners?","answer":"Tilia Fiduciary Partners’ direct owners are Walker Abney (50% to 75%) and Ryan Casey (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 9 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tilia Fiduciary Partners get paid?","answer":"Tilia Fiduciary Partners is paid through a percentage of assets under management, hourly charges and fixed fees. 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