Tandem Wealth Advisors manages investment portfolios and provides financial planning for individuals, families, trusts, retirement plans, charitable organizations, and corporations. Tandem Wealth Advisors builds balanced portfolios using exchange-traded funds and individual stocks and bonds, focusing on long-term capital growth and risk management. The firm offers direct separate accounts, unified managed accounts, model management, and sub-advisory services. Additionally, Tandem Wealth Advisors provides standalone financial planning services under a separate agreement using a proprietary financial planning tool to assist with cash flow, retirement, education funding, and risk management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be reduced in select circumstances. Unified managed accounts and model management typically carry a standard annual fee of 0.50%.