Tandem Investment Advisors INC
Assets Under Management
$3.4B
Number of Clients
10,162
Number of Advisors
10
Average Client AUM
$331K
AUM per Advisor
$335.9M
Compensation
Fee-Only (AUM)
About This Firm
Tandem Investment Advisors is an employee-owned firm providing discretionary portfolio management services to individuals, retirement plans, trusts, estates, corporations, registered investment companies, other investment advisors, banks, endowments, and foundations. Services are provided on a fee for service basis, primarily for equity portfolios. Tandem also provides non-discretionary Model Program services to Program Sponsors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable when assets under management exceed $2 million.
Fee Estimator
For direct clients, the annual advisory fee is typically 1.00% on the first $2 million of assets managed. Fees are negotiable for assets exceeding $2 million. The minimum account size is $500,000. For indirect clients through a Financial Advisor or Wrap Program, fees are negotiable but typically do not exceed 0.50% per year, with a $100,000 minimum. For non-discretionary model programs, fees typically do not exceed 0.35% per year. Fees are exclusive of custodian fees, brokerage commissions, and other related costs.
Areas of Practice
Location
145 King Street, Suite 400, Charleston, SC, 29401-2229