Tandem Investment Advisors offers portfolio management services on a discretionary basis, primarily managing equity portfolios. They cater to individuals, retirement plans, and other entities, providing services directly or through independent financial advisors. Tandem's investment approach involves a semi-quantitative process focusing on companies with consistent growth and competitive advantages. They also serve as advisor to a mutual fund.
Assets Under Management$3.4B
Clients10,162
Advisors10
Avg. per Client$330K
Avg. per Advisor$340M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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