Tandem Investment Advisors Review


Trust Score 96%
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Tandem Investment Advisors, federally registered in 2000, is a Registered Investment Advisor (RIA) in 23 state(s) with a licensed staff of 3 advisors. Tandem Investment Advisors manages $518.3 million and provides investment advisory services for 1,136 clients (1:379 advisor/client ratio).

Tandem Investment Advisors requires a $500,000 minimum investment and charges a blended rate 1.00% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • Firm acts as their own custodian
  • Firm has been federally registered for 18 years

Considerations


  • There is only one licensed advisor for every 379 clients (industry average 1:50)
  • Firm has less than $1B in assets under management

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $500,000
Minimum Annual Fee $0
Average Account AUM $456,206
Hybrid Advisor No
Disciplinary History No
Total AUM $518.3 million
Advisor / Client Ratio 1:379
Headquarters Charleston, SC
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $2,000,000 1.00%
$2,000,001+ Negotiable


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