How does TANDEM CAPITAL MANAGEMENT, INC. help clients – Key Takeaways:
TANDEM CAPITAL MANAGEMENT, INC. is a financial advisory firm that specializes in helping clients achieve their financial goals through expert advice and personalized strategies. They have a team of experienced financial experts who offer a wide range of services and cater to a variety of clients.
Clients who work with TANDEM CAPITAL MANAGEMENT, INC. can expect to receive the following benefits:
- Personalized financial strategies that are tailored to their unique needs and goals
- Expert advice and guidance from experienced financial professionals
- A holistic approach to financial planning that takes into account all aspects of their financial life
- Access to a wide range of financial services and products
Facts and Insights:
TANDEM CAPITAL MANAGEMENT, INC. was founded in 2005 and has been in business for over 15 years. Currently, the firm has over $500 million in assets under management and serves hundreds of clients across the nation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15+ years |
Financial Services Offered:
TANDEM CAPITAL MANAGEMENT, INC. offers a comprehensive range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types:
TANDEM CAPITAL MANAGEMENT, INC. caters to a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation:
TANDEM CAPITAL MANAGEMENT, INC. charges fees based on a percentage of assets under management. The exact fee may vary depending on the size of the client’s portfolio and the services provided. The firm operates on a fee-only basis, which means they do not receive any commissions or third-party payments, ensuring that their interests are aligned with their clients.
Background:
TANDEM CAPITAL MANAGEMENT, INC. is a registered investment advisor (RIA) and is held to a fiduciary standard, which means they are legally obligated to always act in the best interest of their clients. This sets them apart from broker-dealers who are only held to a suitability standard.
Financial Advisor Disclosures to Know:
According to their latest Form ADV filed with the Securities and Exchange Commission, TANDEM CAPITAL MANAGEMENT, INC. has no disclosure events to report. This means that the firm has a clean record and has not faced any regulatory or legal issues.