TandemGrowth provides wealth management services that include financial planning and investment advice. Financial planning covers retirement, education, estate, cash flow, tax, and risk management. Investment advice involves managing client assets through mutual funds and exchange-traded funds, or recommending independent managers. TandemGrowth also offers NextGen services to adult children of existing clients, including financial planning and investment advisory services.
Assets Under Management$260M
Clients196
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable. Independent managers charge separate fees between 0.15% and 0.75%. NextGen clients pay a flat 1% fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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