Advisor at Jaffe Tilchin Investment Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Jaffe Tilchin Investment Partners, LLC
Location
Henderson, TX 75654
Credentials
Series 63
Industry experience
33 years
Fixed fees for financial planning services, negotiated per client, generally $1,000 to $40,000
$0 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.75% $15,000,001 - $30,000,000: 0.65% $30,000,001 - $60,000,000: 0.50% $60,000,001 - $100,000,000: 0.45%
Commissions earned by advisory representatives for insurance and securities products outside advisory services
Up to 15% performance fee on private fund (3D Tech Plus, LLC) profits subject to high water mark; only for qualified clients
Fee-only: Fixed fees for financial planning ranging from $1,000 to $40,000 per plan
Jaffe Tilchin Investment Partners
2025 - Present (1 year)
CUE Broadcasting
2024 - Present (2 years)
Parkway Wealth Management Group.
2023 - 2025 (2 years)
Best Financial Group
2015 - Present (11 years)
Team National
2013 - Present (13 years)
Raymond James Financial Services Advisors, INC
2009 - 2025 (16 years)
Raymond James Financial Services, Inc.
2001 - 2025 (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Henderson, TX
Edward Jones
Series 63, Series 65
Henderson, TX
Parkway Wealth Management Group, LLC
Series 63, Series 65
Henderson, TX
Momentum Independent Network Inc.
Series 63, Series 66
Henderson, TX
Edward Jones
CFP®, Series 66
Henderson, TX
Edward Jones
Series 63, Series 65
Overton, TX
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