Tandem Capital Management provides wealth management services, including investment advice and wealth planning, to high-net-worth individuals, families, entrepreneurs, executives, and retirement plans. Investment advice is limited to listed, marketable securities. Wealth planning services are provided primarily to investment advisory clients, but may also be provided to non-investment advisory clients referred by others. Tandem creates and manages each client's portfolio based on their stated investment objective. Clients may impose restrictions on investing in certain securities or types of securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Schedule applies to equity accounts comprising primarily shares of individual companies. For accounts consisting of mainly exchange-traded funds and mutual funds supplemented by select individual securities, an annual rate of 0.80% is charged on the first $2 million under management, and 0.60% thereafter. For fixed-income-only accounts comprising primarily individual bonds, an annual rate of 0.40% of assets under management is charged.