TandemGrowth is a “fee-only” wealth management company
This means that we don’t earn commissions. Why is this important? We want our interests to be aligned with yours and show that our genuine concern is how our recommendations will impact your goals, not our bottom line.
We don’t want you to be sidetracked by “fee confusion.” With a fee-only financial planner, you can benefit from advice and expertise from a partner to help you navigate tough financial decisions and get your actions and resources aligned with your goals.
We expect your financial needs to change over time. We monitor your plan and proactively reach out when we think it’s necessary. We also want you to feel free to call us anytime. With this in mind, our fee schedule was designed to allow us to provide continual advice and service along your journey.
Wealth Management Fees
We believe that a carefully designed financial plan should drive every client’s strategy and that an investment component is an important element. We begin every engagement by carefully exploring your opportunities and challenges, and then identifying solutions intended to meet your specific needs.
Though we know investments include only a portion of your plan, our wealth management fee covers both financial planning and investment advisory services. It is based on a percentage of the market value of assets according to the schedule below. Typically, a minimum $1,500 quarterly fee is imposed. As life happens and your financial path twists and turns, you will have a fee-only financial planner to offer solutions for any course changes or bumps in the road.
- Analysis of Current Positions
- Ongoing Financial Planning
- Asset Allocation
- Manager Structure
- Performance Measurement
- Periodic Review Meetings
Fee Schedule Chart
