Tiedemann & Associates Investment Advisors, INC.
Fee-Only (% of Portfolio)Fixed/Hourly
Tiedemann & Associates Investment Advisors (TAIA) offers investment advice and management based on each client's financial objectives, risk tolerance, and investment profile. TAIA creates investment plans, determines asset suitability, and recommends asset allocation and investment strategies. Services include comprehensive planning and consulting to evaluate securities, taxes, insurance, estate planning, business planning, retirement planning, benefits planning, education funding, and personal investment and financial planning.
Assets Under Management$54M
Clients32
AdvisorsN/A
Avg. per Client$1.7M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range between 0.50% and 1.0% per year. Due to certain variables, relationships and the amount of assets under management the fee structure may vary and certain clients may pay a fee lower than others.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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