Tandem Views Investment Services (TVIS) offers investment management and financial planning services to help clients meet their financial goals. TVIS uses corporate bonds, certificates of deposit, government agency securities, municipal obligations, mutual funds, exchange traded funds, and individual stocks to implement investment strategies. Financial planning services range from limited-scope to comprehensive, depending on the client's needs. TVIS does not have authority to make trades without asking first for financial planning clients.
Assets Under Management$6.3M
Clients16
Advisors1
Avg. per Client$400K
Avg. per Advisor$6.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are non-negotiable. For accounts between $1 and $199,999, a flat fee of $2,000 is charged annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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