Advisor at Tandem Investment Partners, LLC
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Firm
Tandem Investment Partners, LLC
Location
Prescott, AZ
Credentials
Series 63, Series 65
Industry experience
16 years
Barbara Tweedy is a financial advisor at Tandem Investment Partners, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Tandem since 2014. Tandem Investment Partners is a registered investment adviser managing approximately $200 million across individual, institutional, and retirement plan clients. The firm offers personalized discretionary portfolio management and non-discretionary retirement plan advisory services, utilizing a combination of fundamental and quantitative analysis along with modern portfolio theory.
Based on Tandem Investment Partners, LLC
Based on Tandem Investment Partners, LLC
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Account minimum: $400,000
Prescott, AZ
Arizona
Tandem Investment Partners, LLC
2014 - Present (12 years)
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Other specialized services
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