Tandem Investment Partners offers customized investment management services. They meet with clients to determine their investment goals, risk tolerance, and asset allocation preferences. Tandem then constructs and monitors a portfolio, rebalancing as needed due to market changes or changes in the client's financial situation. Tandem requires discretionary authority to manage client accounts, allowing them to make trades without prior approval.
Assets Under Management$200M
Clients192
Advisors3
Avg. per Client$1M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:$400K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees and minimum account size are subject to negotiation. Family accounts may be combined to determine the applicable fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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