Assets Under Management
$223.4M
Number of Clients
292
Number of Advisors
6
Average Client AUM
$765K
AUM per Advisor
$37.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Tandem Wealth Advisors provides discretionary investment management services through separate accounts, unified managed accounts, and wrap fee programs. Their investment objective is long-term capital growth and risk control through balanced portfolios. They combine fundamental economic analysis with equity and fixed income valuation. Financial planning is available for a separate fee.
| Assets Under Management | 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.
1850 N. Central Avenue, Suite 330, Phoenix, AZ, 85004