Tandem Financial Guidance provides personalized financial planning and investment management services for individuals, families, and businesses. Operating as a fee-only registered investment advisor, the firm creates customized investment portfolios primarily using passive index mutual funds and exchange-traded funds. Tandem Financial Guidance assists clients with a broad range of topics including retirement planning, cash flow and debt management, tax strategies, estate planning, college savings, and risk management. Clients can choose ongoing financial planning or project-based planning engagements. The firm does not require a minimum account size to open an account.
Assets Under Management$12M
Clients20
Advisors1
Avg. per Client$590K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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