Alex Robinette is a CFP-designated registered investment advisor at Tandem Investment Advisors INC, based in Charleston, SC, with 8 years of industry experience. Alex 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $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
Location
145 King Street, Suite 400, Charleston, SC, 29401-2229
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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 →Other Business Activities
Alex owns rental real estate since 2020, dedicating minimal time to it. Alex is also a real estate agent since 2021, spending a few hours per week on this activity.
Employment History
Current Registrations
Tandem Investment Advisors INC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Edward Jones
Edward JonesBroker
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.
Exams
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