The firm was formed in December 2007 and reported total regulatory AUM of $24,755,227,086 as of January 1, 2025.
The firm is now part of the AlTi Tiedemann Global group following the 2023 merger of Tiedemann Advisors, Tiedemann Investment Group (TIG), and Alvarium Investments.
The core service is built around separately managed accounts, either discretionary or non-discretionary.
Advisors typically start by working with each client to set out objectives, liquidity needs, and risk tolerance, then manage the account in line with these preferences.
Portfolio construction generally follows a “manager-of-managers” approach. Tiedemann allocates client assets across third-party and affiliated investment managers and funds, and may also hold securities directly in client accounts, including options and other derivatives where appropriate.
Rather than an automated robo-advisor, Tiedemann’s service is delivered through ongoing relationships with human advisors, supported by the broader AlTi platform’s integrated investment and advisory offering for families and individuals, designed to grow, protect, and structure capital over multiple generations.
What are the pros and cons of Tiedemann Advisors?
When choosing an advisory firm, it’s important to weigh the pros and cons before making your final decision. Here are some of the key advantages and drawbacks to get you started.
Pros of Tiedemann Advisors:
High-touch, advisor-led model: Portfolios are managed by human advisors rather than robo-advisors, who start with a formal investment policy statement tailored to each client’s objectives, liquidity needs, and risk tolerance.
Customized, multi-asset portfolios: Tiedemann builds strategies across traditional and alternative asset classes, can integrate existing holdings and illiquid assets, and aligns portfolios with client-specific values or impact preferences.
Manager-of-managers access: The firm allocates client assets to a range of third-party and affiliated managers and funds, alongside direct securities, aiming to combine institutional manager research with individualized asset allocation.
No performance-based fees or extra layer on affiliated funds: Tiedemann does not charge performance-based fees and does not add a management fee on client assets invested in its own funds or with affiliated advisers.
Broad wealth and family-office style services through AlTi: As part of AlTi Tiedemann Global, clients can also access estate and wealth planning, trust and fiduciary administration, philanthropy and impact, governance and education and tax optimization support.
Cons of Tiedemann Advisors:
Layered total cost: In addition to Tiedemann’s asset-based management fees or a flat/minimum fee, clients pay third-party fund fees, custodial charges, brokerage commissions and other transaction costs.
Complex strategies and higher-risk instruments: The use of multiple external managers, illiquid securities, emerging markets, options, futures and other derivatives introduces additional volatility, liquidity and manager risks that clients must be prepared to bear.
Geared toward wealthier, qualified investors: The firm primarily serves high-net-worth families and institutions, and investors in its private funds generally must meet “accredited investor” and “qualified purchaser” standards, so the service is not designed for smaller or entry-level investors.
Tiedemann Advisors fees: How much does Tiedemann Advisors cost?
Tiedemann Advisors uses assets under management (AUM) as its core pricing model, with accounts typically billed quarterly (in arrears or in advance).
Some accounts may have flat or minimum fees, plus additional third-party costs from custodians, brokers, and underlying funds.
Here is a breakdown of the fees Tiedemann charges.
Advisory management fees
Tiedemann charges an asset-based advisory fee of up to 0.85% per year on the assets it manages in a client’s account. The specific rate varies by account type, asset mix, asset size, and strategy.
Fees are paid directly to the firm or automatically debited from the client’s custodial account.
In some situations, the firm may apply a flat or minimum management fee on a quarterly basis, resulting in an effective rate above 0.85% for smaller accounts.
Fees are typically prorated for periods shorter than a full billing cycle.
Other fees and costs
Tiedemann’s management fee is exclusive of third-party charges. Clients remain responsible for:
Custodial fees, brokerage commissions and transaction fees
Third-party investment management fees
Odd-lot differentials, transfer taxes, wire and electronic transfer fees
Other taxes and charges on brokerage accounts and securities transactions
Anyone assessing the service needs to consider this full stack of advisory and product costs rather than focusing only on the headline percentage fee.
What is Tiedemann Advisors’ minimum account size?
Tiedemann Advisors generally requires a minimum account balance of $25,000,000 for its advisory relationships, so the standard service is aimed at clients with large portfolios.
The firm can waive this minimum at its discretion, but that is handled on a case-by-case basis rather than through a lower published threshold.
Who should choose Tiedemann Advisors?
Tiedemann Advisors is best suited for high-net-worth families, trusts, foundations and endowments that can meet or approach a $25 million account size and want a high-touch, advisor-led relationship.
Tiedemann Advisors works well for:
Families seeking integrated investment, estate and trust support: Investors who value having investment management, estate planning, cash-flow management, and access to trust and fiduciary services coordinated under one advisory relationship.
Clients with complex, multi-asset balance sheets: Those holding a mix of marketable securities, private funds, real estate and other illiquid assets, and who want a manager-of-managers approach plus the ability to integrate existing positions into a unified strategy.
Large organizations and other mission-driven entities: Organizations that need ongoing portfolio oversight and may also want help aligning capital with long-term missions or values.
Who might not benefit as much:
Investors below the usual account minimum: Individuals with significantly less than $25 million to invest may find it difficult to access the standard advisory offering.
DiY or trading-oriented investors: Those who prefer to pick individual securities, trade frequently or use a low-cost, self-directed platform with extensive trading tools may not need, or want to pay for, a full-service, advisor-led, multi-manager structure.
Clients who want a simple, low-touch solution: Investors looking only for basic, automated investing or a single-fund solution are unlikely to fully use Tiedemann’s broader menu of planning, trust and governance services.
Tiedemann Advisors: Is it secure?
Tiedemann Advisors is considered a secure platform to protect both client data and assets.
The firm states that all non-public personal information in its systems is protected by technical and organizational controls designed to mitigate security risks and ensure the security, integrity and availability of systems and data.
Tiedemann generally does not hold client assets.
Accounts are typically custodied at large, regulated broker-dealers such as Fidelity, Charles Schwab, BNY Mellon Wealth Management and Pershing, which are FINRA members and SIPC-insured.
Clients receive account statements directly from these custodians, and Tiedemann engages an independent public accountant to perform an annual surprise examination for applicable accounts and issues audited financial statements for its private funds within required timeframes.
Tiedemann Advisors: Customer service
Tiedemann Advisors provides relationship-based service built around a dedicated financial advisor rather than a self-service, app-centric model.
Clients work directly with advisors who help define financial goals, risk tolerance and objectives, then review existing holdings and implement a customized portfolio.
As part of its standard service, Tiedemann monitors client accounts on an ongoing basis and reviews them monthly to check whether the investments it recommends remain aligned with each client’s financial goals. This gives clients a structured review rhythm, in addition to ad hoc conversations with their advisory team.
Clients can reach the firm by phone and email, and through its global office network, and access portfolio information through the client login portal.
Tiedemann Advisors: Mobile app
The Tiedemann Advisors app functions mainly as a companion dashboard for existing clients rather than a full trading or account-opening platform.
The app provides clients with secure mobile access to portfolio values, performance, and asset allocation, with additional detail by asset class and major transactions.
Is Tiedemann Advisors worth it?
Whether Tiedemann Advisors is worth it depends largely on who you are as an investor.
For ultra-high-net-worth families, trusts, foundations and endowments that can meet the disclosed $25,000,000 minimum account size, value a long-term relationship with human advisors, and want help coordinating investments with estate planning, cash-flow management, trusts and philanthropy, its offering can be attractive.
On the other hand, investors with smaller balances, those who prioritize low headline fees over a high-touch service model, or those who prefer a simple, self-directed or app-based platform may find Tiedemann less compelling.
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