Tandem Financial Guidance, LLC
Assets Under Management
$10.9M
Number of Clients
23
Number of Advisors
1
Average Client AUM
$475K
AUM per Advisor
$10.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tandem Financial Guidance, LLC provides financial planning and investment management services. Financial planning covers areas like financial goals, cash flow, college savings, employee benefits, investment analysis, insurance, retirement, tax, and estate planning. Investment management involves managing tailored portfolios based on client needs and goals. They primarily use passive investment management strategies.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Ongoing financial planning fees are calculated as 1% of annual income plus 0.50% of net worth or invested assets (whichever is greater), with a minimum annual fee of $3,600. Project-based financial planning fees range from $1,000 to $10,000, or $250 per hour. Investment management fees are based on a percentage of assets under management and are negotiable. Fees are exclusive of brokerage commissions and other third-party expenses.
Areas of Practice
Location
MO, United States
