Overview
- Headquarters
- New York, NY
- Total Firm Assets
- $31.0 billion
- Average High-Net-Worth Client Portfolio Size
- $59.2 million
Recent Rankings
Fee Disclosure
Source: TIEDEMANN ADV PART 2A (2025-07-22)
· View brochure text
Latest filing: TIEDEMANN ADV PART 2A (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.85% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,500 | 0.85% |
| $5 million | $42,500 | 0.85% |
| $10 million | $85,000 | 0.85% |
| $50 million | $425,000 | 0.85% |
| $100 million | $850,000 | 0.85% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 77.72%
- Number of High-Net-Worth Clients
- 407
- Total Client Accounts
- 614
- Discretionary Accounts
- 440
- Non-Discretionary Accounts
- 174
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 147189
- TIEDEMANN ADV PART 2A (2026-03-27) · View brochure text
- TIEDEMANN ADV PART 2A (2025-07-22) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗