Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be reduced in select instances given fact circumstances.
Fee Estimator
Tandem charges an annual investment management fee between 0.50% and 1.00% based on the size of the account. Fees are charged quarterly, in advance. For unified managed accounts and model management, the standard fee is 0.50% annually. Financial planning fees are fixed and generally do not exceed $10,000, but may be waived for investment advisory clients. There is no minimum fee required for financial planning services.
Areas of Practice
Advisor Information
Office location
1850 N. Central Avenue, Suite 330, Phoenix, AZ, 85004
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jane is a 50% owner of Acceleration Retirement LLC, where she does lead generation and consulting, dedicating about half her time. She also owns rental property in Northern California, spending minimal time on it, and is an employee of Stable Two (RIA).