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Jaffe Tilchin Investment Partners, LLC

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Total assets under management

$1,839,648,700

Total clients

1,420

22% high-net worth

Total advisors

33

of 47 employees

Firm size

Multi Team

Average clients per advisor

43

Average account size

$1,295,527

About

Jaffe Tilchin Investment Partners serves both individual (including high-net-worth) and institutional clients, offering continuous portfolio management, financial planning, and institutional consulting for retirement plans and other benefit programs. Like most multi-team firms, it generally charges asset-based advisory fees and provides tailored investment plans and regular portfolio monitoring.

The firm manages discretionary accounts (with non-discretionary options available), constructs model portfolios, and may engage unaffiliated third‑party asset managers as part of client solutions. Its stated research and implementation toolbox includes fundamental, technical, cyclical and economic analysis, plus formal private placement due diligence and coordination with client tax advisors when recommending private investments.

Jaffe Tilchin is notable among peers for acting as investment adviser to a privately placed pooled vehicle (3D Tech) and for charging performance-based fees to certain private fund clients, as well as for handling related private-fund operational functions such as capital calls and integrated reporting. The brochure also discloses its placement within a family of wealth-management firms and its use of third‑party manager and solicitor/referral arrangements, which the firm describes and addresses as potential conflicts of interest.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees for financial planning services, negotiated per client, generally $1,000 to $40,000

Percentage

$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

Commissions earned by advisory representatives for insurance and securities products outside advisory services

Performance-based

Up to 15% performance fee on private fund (3D Tech Plus, LLC) profits subject to high water mark; only for qualified clients

Other

Fee-only: Fixed fees for financial planning ranging from $1,000 to $40,000 per plan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Jaffe Tilchin Investment Partners, LLC

15350 N. Florida Ave.

Tampa FL 33613, United States

Number of offices

3

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