Tiemann Investment Advisors, LLC

Fee-Only (% of Portfolio)

Tiemann Investment Advisors (TIA) provides investment advice and portfolio management to individuals, families, and investment professionals. TIA uses Modern Portfolio Theory to design portfolios tailored to each client's unique risk profile, considering their circumstances, holdings, and preferences. TIA manages portfolios with individual securities and exchange-traded funds (ETFs). TIA does not consider itself a financial planner.

Assets Under Management$310M
Clients97
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$310M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+0.80%

Fees may be negotiable under certain circumstances. Certain existing clients may have different fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm