Jeremy Cox is a registered investment advisor at Tandem Investment Advisors INC, based in Charleston, SC, with 22 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 10,162 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable when assets under management exceed $2 million. For clients who come through an independent financial advisor or wrap program, fees typically do not exceed 0.50% per year. For clients in the non-discretionary model program, fees typically do not exceed 0.35% per year.
Fee Estimator
Location
145 King Street, Suite 400, Charleston, SC, 29401-2229
Get directionsHistory
Regulatory History (1)
Criminal
March 2001Employment History
Current Registrations
Tandem Investment Advisors INC
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLC
Scott & Stringfellow, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.