Tandem Financial, LLC
Assets Under Management
$291.2M
Number of Clients
312
Number of Advisors
5
Average Client AUM
$933K
AUM per Advisor
$58.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tandem Financial offers investment and wealth management services, primarily on a discretionary basis, allocating assets among various securities. They determine client objectives, risk tolerance, and liquidity needs through personal discussions and create/manage investments based on these factors. Financial planning services are also offered, covering various topics. They also provide retirement plan services to employer-sponsored plans.
Fee Structure
Investment management fees are calculated quarterly, either in advance or arrears, based on the account's average daily balance. The maximum annual advisory fee is 1.25%. A minimum annual fee of $2,500 per household may be imposed, but fees are negotiable. Financial planning is included in investment management fees. If financial planning is the only service provided, the hourly rate is $250. Certain clients may incur a $10 quarterly fee for third-party administrative services.
Areas of Practice
Location
8400 E. Prentice Ave., Suite 1360, Greenwood Village, CO, 80111