Tandem Wealth Advisors
Assets Under Management
$223.4M
Number of Clients
292
Number of Advisors
6
Average Client AUM
$765K
AUM per Advisor
$37.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tandem Wealth Advisors provides discretionary investment management to individuals, families, trusts, retirement plans, charitable organizations, and corporations. Services include separate accounts, unified managed accounts, model management, and wrap fee programs. They aim for long-term capital growth with risk control through balanced portfolios.
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
Location
1850 N. Central Avenue, Suite 330, Phoenix, AZ, 85004