Tandem Financial Planning provides investment management and financial planning services to individuals, high net-worth individuals, and small businesses. TandemFP offers ongoing financial planning, investment management, and project-based financial planning. TandemFP is a fee-only firm, meaning it only receives compensation from clients for its services.
Assets Under Management$64K
Clients3
Advisors1
Avg. per Client$21K
Avg. per Advisor$64K
www.tandem-planning.com ·www.instagram.com/tandemplanning ·www.facebook.com/profile.php?id=61576831022466
Fee Structure
Minimum Investment:$450K
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 | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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