Tiedemann & Associates Investment Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,734,168
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
31
58% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
LowAverage account size
$1,733,360
About
Tiedemann & Associates Investment Advisors provides investment advisory and portfolio management services to individuals, pension and profit‑sharing plans, and charitable organizations. The firm’s services include comprehensive financial planning and consulting covering securities, taxes, insurance, estate planning, business planning, retirement planning and education funding.
The firm bases recommendations on modern portfolio theory and favors long‑term trading with strategic asset allocation and periodic rebalancing; clients may be managed on a discretionary basis, non‑discretionary basis, or engaged for hourly consulting. Investment suitability is determined through a detailed client interview and an in‑depth risk and investment profile questionnaire, with ongoing performance monitoring and quarterly reviews.
A distinctive feature is the firm’s affiliation with an accounting and tax practice, and the brochure notes the firm’s president spends 65% of his time at that affiliated accounting firm, which supports integrated tax and accounting considerations in planning. The firm also reports using Morningstar performance and snapshot reports for client reporting, does not accept performance‑based fees, and places trades through broker relationships such as Fidelity.
Client services
Financial planning
Portfolio management
Expertise
General tax planning
Fee options
Fixed fees based on anticipated time and complexity, agreed upon with client
$0+: 0.50% +: 1.0%
$300 per hour
Most active in
Tiedemann & Associates Investment Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida · Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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