James Sand is a registered investment advisor at Tiedemann Advisors, LLC, based in New York, NY, with 22 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 470 clients with $29B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tiedemann Advisors charges a fee based on the value of your investments. This fee can be up to 0.85% per year, paid quarterly. The firm may also charge a flat or minimum fee that could be higher than 0.85% annually.
Location
22 Vanderbilt Avenue, 27th Floor, New York, NY, 10017
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Tiedemann Advisors, LLC
Previous Registrations
Envoi LLC
Envoi LLC
Cherry Tree Family Office LLC
Cherry Tree Investments INC
Crosswater
Piper Jaffray & CO.
The Family Office of U.S. Bancorp Piper Jaffray LLC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.