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Jeremy Cox

Tandem Investment Advisors INC
22 Years of Experience
Charleston, SC
1 Disclosure
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Jeremy Cox is a registered investment advisor at Tandem Investment Advisors INC, based in Charleston, SC, with 22 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 10,432 clients with $3.5B in assets under management.

Tandem Investment Advisors INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
12 advisors
Number of Clients
10,432 clients
Average Client Portfolio
$331K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2M+1.00%

Direct client fee is typically 1.00% on the first $2 million and negotiable above $2 million. Accounts invested in exchange-traded fund models are typically charged 1.15%. Indirect clients through financial advisors or wrap programs typically pay up to 0.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

145 King Street, Suite 400, Charleston, SC, 29401-2229

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History

Regulatory History (1)
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Criminal
March 2001
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Tandem Investment Advisors INC
April 2024 - Present · 2 yrs 6 mos
Previous Registrations
Truist Advisory Services, INC.
February 2021 - April 2024 · 3 yrs 2 mos
Truist Investment Services, INC.Broker
December 2019 - April 2024 · 4 yrs 4 mos
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
May 2009 - February 2021 · 11 yrs 9 mos
Scott & Stringfellow, LLC
April 2004 - January 2013 · 8 yrs 9 mos
Scott & Stringfellow, LLCBroker
March 2004 - January 2013 · 8 yrs 10 mos
State Registrations1 state
SC
Advisor

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.

Exams
No exam information available for this advisor.
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