Tandem Wealth Advisors Fees & Minimum

Overview

Headquarters: Phoenix, AZ
Total Firm Assets: $262 million
Average High-Net-Worth Client Portfolio Size: $2.0 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: PART 2A BROCHURE (2026-04-01) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$5,000,000	0.75%
$5,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$42,500	0.85%
$10 million	$67,500	0.68%
$50 million	$267,500	0.54%
$100 million	$517,500	0.52%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 73.09%
Number of High-Net-Worth Clients: 96
Total Client Accounts: 736
Discretionary Accounts: 711
Non-Discretionary Accounts: 25

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number: 157794

PART 2A BROCHURE (2026-04-01) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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