Tandem Wealth Advisors provides investment management services on a discretionary basis. They work with individuals, families, trusts, retirement plans, charitable organizations, and corporations. Tandem aims to generate long-term capital growth and control risk through balanced portfolios tailored to investor risk tolerance. They combine economic analysis with equity and fixed income valuation to build core portfolios. Tandem also offers financial planning for a separate fee.
Assets Under Management$220M
Clients292
Advisors7
Avg. per Client$770K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
In select instances, given fact circumstances, fees may be reduced.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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