Tandem Investment Advisors

Financial Advisor in Charleston, SC

Firm Info
Address: 145 King St STE 400, Charleston, SC 29401, USA
Phone: (843) 720-3413

Firm Size
Assets Under Management: $1.5 billion
# of Advisors: 4
# of Clients: 3,873
Client to Advisor Ratio: 968:1
Average Account Size: $383,759
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Investment Companies
  • Charitable Organizations
  • Sovereign Wealth Funds & Foreign Official Institutions
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Tandem Investment Advisors Inc Overview

Tandem Investment Advisors Inc is a registered investment advisory firm that has been operating for over 20 years since its establishment in 2000. The firm is headquartered in Charleston, SC, and operates with a fee based fee arrangement. Tandem Investment Advisors specializes in offering investment advice only to its clients. The firm serves a diverse range of clients, including individuals and small businesses as well as businesses or institutional clients, by providing portfolio management services. Tandem Investment Advisors is committed to helping its clients achieve their investment goals and objectives by offering personalized and tailored investment advice. With its vast experience and expertise, Tandem Investment Advisors offers a wide range of investment solutions to its clients, providing them with the confidence and peace of mind they need to achieve their financial goals. The firm's team of experienced professionals is dedicated to delivering superior investment advice and ensuring that its clients receive the highest level of service.

Tandem Investment Advisors Inc is a leading financial firm that serves a diverse range of clients. Among its clients are individuals seeking to invest and build their wealth, investment companies that require professional guidance on managing their assets, charitable organizations seeking to secure long-term financial stability, sovereign wealth funds that require investment advice, and other types of corporations that require financial and investment services. The firm's experience and expertise in handling a wide array of clients have earned it a reputation as a trusted advisor for investors across different industries and niches. Depending on the service provided, Tandem Investment Advisors Inc offers clients a range of fee structures to choose from. For instance, the firm's percentage of AUM structure assesses fees based on a percentage of the client's total assets under management. This structure is ideal for clients who require comprehensive investment management services and wish to entrust their investment decisions to experts. The firm also offers hourly fees for clients who require occasional advice on financial and investment matters, retainer fees for clients who require a specific range of services over a designated period, and performance-based fees for clients who prefer to pay fees based on their investment returns. Overall, Tandem Investment Advisors Inc is committed to providing its clients with top-notch investment management services that cater to their unique needs and preferences while offering flexible fee structures that ensure transparency, fairness, and value for money.

Typical Clients, Fee Structures & Investment Minimum

According to the note about investment minimums in TANDEM INVESTMENT ADVISORS INC's Part 2 Brochure, the firm requires a minimum account size of $500,000 for accounts of clients hiring them directly and $100,000 for accounts hiring them indirectly, such as through the recommendation of an independent financial advisor or WRAP Program.

How This Office Can Help Charleston, SC Residents

Tandem Investment Advisors is dedicated to helping clients in Charleston, SC navigate the world of finance. With a range of services available, including retirement planning, investment management, and financial planning, Tandem Investment Advisors tailors its support to each client's unique needs. The team at Tandem Investment Advisors recognizes that there are a number of financial situations that people living in Charleston, SC might be facing. For example, many individuals may be grappling with how to save for retirement while also paying for their children's education. Additionally, some people may be concerned about managing their finances during periods of job loss or economic uncertainty. Whatever the challenge, Tandem Investment Advisors is here to provide comprehensive, personalized support that helps clients reach their financial goals.

To view the Minimum Investment and Fee Schedule for Tandem Investment Advisors Inc, visit their Part 2 Brochure.

Services Offered by Tandem Investment Advisors Inc

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Tandem Investment Advisors Inc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Performance-based Fees

Types of Clients

This Office Location

Firm location 145 King St STE 400, Charleston, SC 29401, USA
Phone (843) 720-3413
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
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Other Office Locations

Firm Headquarters
Firm headquarters location 145 KING STREET SUITE 400, CHARLESTON, SC 29401-2229, United States

This firm has no other locations.

State Registrations

Tandem Investment Advisors Inc is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Louisiana
  • Maryland
  • Massachusetts
  • New Hampshire
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Tandem Investment Advisors Inc does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023


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