TIEDEMANN ADVISORS, LLC: A Financial Expert for Your Wealth Management Needs
TIEDEMANN ADVISORS, LLC is a leading financial firm that provides comprehensive wealth management services to high-net-worth individuals, families, and institutions. With over 30 years of experience, the expert team at TIEDEMANN ADVISORS is dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized and integrated wealth management solutions
- Offers a wide range of financial services
- Caters to diverse client types
- Discloses all important information and fees
Facts and Insights
TIEDEMANN ADVISORS, LLC was founded in 1985 by its current Chairman, John Tiedemann. The firm is headquartered in New York City and has 10 offices across the United States. As of December 2020, the firm manages approximately $25 billion in assets and has a team of over 90 experienced and dedicated advisors.
Assets Under Management, Number of Advisors, and Time in Business:
| As of December 2020 | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| $25 billion | 90+ | 30+ years |
Financial Services Offered
At TIEDEMANN ADVISORS, clients have access to a wide range of financial services that cater to their various needs and goals. These services include:
- Investment management
- Financial planning
- Tax planning and preparation
- Estate planning and trust services
- Philanthropic planning
- Family office services
Client Types
TIEDEMANN ADVISORS caters to a diverse range of clients, including individuals, families, foundations, and endowments. The firm also works with corporate executives, entrepreneurs, and celebrities, providing specialized services to meet their unique needs and circumstances.
Fees & Compensation
TIEDEMANN ADVISORS prioritizes transparency and discloses all fees and expenses to its clients. The firm’s advisors are compensated through a combination of fees and commissions, depending on the type of services provided. These fees are typically based on a percentage of the assets under management or an hourly rate for financial planning services.
Background
The team at TIEDEMANN ADVISORS has a wealth of experience and expertise in the financial industry. The firm’s advisors hold various professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). They also undergo continuous training to stay up-to-date with the latest trends and best practices in the industry.
Financial Advisor Disclosures to Know
As a client of TIEDEMANN ADVISORS, it is essential to be aware of the firm’s potential conflicts of interest and disciplinary history. This information, along with the firm’s complete Form ADV, is publicly available on the SEC’s Investment Adviser Public Disclosure (IAPD) website. Additionally, the firm’s advisors are required to disclose all material information to clients, ensuring transparency and trust in the advisor-client relationship.