Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily for high-net-worth families, individuals, trusts, foundations, and endowments. The firm uses a manager-of-managers approach, allocating client assets across third-party investment managers, mutual funds, exchange-traded funds, and private investment funds, as well as proprietary funds managed by Tiedemann Advisors. Portfolios are customized based on each client's unique circumstances, liquidity requirements, risk tolerance, and social or environmental goals. Tiedemann Advisors assists clients in developing formal investment policy statements, integrating existing holdings such as real estate, incorporating alternative investments, and developing diversification strategies. In addition to investment management, the firm offers family office administrative services, such as bill payment. Tiedemann Advisors operates as part of AlTi Global, Inc., a publicly traded global wealth management organization.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Management fees are generally up to 0.85% per year, but vary based on account type, asset classes, and investment strategies. The firm also charges flat or minimum management fees that may exceed 0.85% per year.