Tandem Investment Advisors is a 100% employee-owned registered investment advisor founded in 1990, with offices in Charleston, South Carolina. Tandem specializes in portfolio management services provided on a discretionary basis to individuals, retirement plans, trusts, estates, corporations, and other institutional clients. The firm primarily manages equity portfolios and exchange-traded fund models using a semi-quantitative investment process designed to identify companies with consistent earnings, revenue, and cash flow growth, as well as dividend growth and competitive advantages. Tandem offers its services both directly to clients and indirectly through independent financial advisors, wrap fee programs, and sub-advisory arrangements. Tandem explicitly does not provide financial planning, asset allocation, or general financial advice, noting that clients should discuss investment suitability with their independent financial advisor.
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%.