Assets Under Management
$175.6M
Number of Clients
186
Number of Advisors
3
Average Client AUM
$944K
AUM per Advisor
$58.5M
Compensation
Fee-Only (AUM)
Tandem Investment Partners, LLC provides discretionary portfolio management services tailored to individual client needs and investment objectives. They determine asset allocation guidelines, construct investment portfolios, and monitor/rebalance portfolios based on market conditions and client circumstances. They primarily invest in equity securities, debt securities, ETFs, mutual funds, and options.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending on individual client circumstances.
3 Third Street, Suite 215, Bordentown, NJ, 08505