TD
CFA
TD
CFA

Thomas Jude Dauria

14 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
3 advisors
Number of Clients
186 clients
Average Client Portfolio
$944K average
Assets Under Management
$175.6M

Fee Structure

Minimum Investment:$400K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees are negotiable depending on individual client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Third Street, Suite 215, Bordentown, NJ, 08505

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Tandem Investment Partners, LLC
July 2014 - Present · 11 yrs 7 mos
Previous Registrations
Tandem Wealth Advisors
June 2011 - September 2014 · 3 yrs 3 mos
State Registrations2 states
NJTX
Advisor
Exams
No exam information available for this advisor.