Tandem Financial Guidance (TFG) provides financial planning and investment management services. TFG creates personalized investment portfolios based on your individual needs. Financial planning covers areas like financial goals, cash flow, college savings, employee benefits, insurance, retirement, risk management, tax strategies, and estate planning. TFG may recommend third-party professionals but doesn't receive compensation from them.
Assets Under Management$11M
Clients23
Advisors1
Avg. per Client$480K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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