Tandem Investment Partners, LLC
Assets Under Management
$175.6M
Number of Clients
186
Number of Advisors
3
Average Client AUM
$944K
AUM per Advisor
$58.5M
Compensation
Fee-Only (AUM)
About This Firm
Tandem Investment Partners, LLC provides discretionary portfolio management services tailored to individual client needs. They determine investment objectives, risk tolerance, and asset allocation guidelines through client meetings. The firm monitors and rebalances portfolios based on market conditions and financial circumstances, utilizing equity securities, debt securities, ETFs, mutual funds, and options.
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 and minimum account size are subject to negotiation.
Fee Estimator
The annual portfolio management fee is billed quarterly in advance, based on the account value at the end of the previous quarter. The minimum account size is typically $400,000, but fees and minimums are negotiable. The fee schedule is 1.00% on the first $2,000,000, 0.75% on the next $3,000,000, and 0.50% on assets over $5,000,001. Fees may be reduced by combining account values of family members in the same household. Retirement plan advisory services are charged an annualized fee of 0.75% of assets under management.
Areas of Practice
Location
3 Third Street, Suite 215, Bordentown, NJ, 08505