Tandem Financial offers investment and wealth management services, primarily on a discretionary basis, allocating assets among various investment types. They help clients determine their objectives, risk tolerance, and liquidity needs through personal discussions. Tandem Financial also provides advice on assets held outside of their direct management, such as those in employer-sponsored retirement plans. Financial planning services are also available, covering topics like retirement, estate, insurance, and tax planning.
Fee Structure
Tandem Financial charges a calendar quarterly investment management fee based on the average daily balance of your account. The maximum annual advisory fee is 1.25%. A minimum annual fee of $2,500 per household may be imposed, but advisory fees are negotiable. The custodian will debit your account directly for the advisory fee and pay that fee to Tandem Financial.