Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Tiedemann Advisors is registered with the SEC as an investment adviser (CRD #147189, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $4,250 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 if Schwab custodies your account. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
Tiedemann Advisors at a glance
| Fact | What Tiedemann Advisors’ own pages say |
|---|---|
| Legal entity | Tiedemann Advisors, LLC |
| Registration | Tiedemann Advisors, LLC is registered with the SEC as an investment adviser (CRD #147189, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $4,250 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Tiedemann Advisors |
| Cost to leave (exit fee) | $50 if Schwab custodies your account |
What Tiedemann Advisors’ own fee schedule charges
Tiedemann Advisors, LLC is the SEC-registered legal entity; its own brochure states its “ultimate parent company” is AlTi Global, Inc., a publicly traded company, and the firm operates publicly under the “AlTi Tiedemann Global” brand.
“The Adviser’s management fees are generally asset-based and calculated at an annual rate as a percentage of the value of the assets managed by the Adviser. The asset-based fees paid to the Adviser are generally up to 0.85% per annum of the assets managed by the Adviser and payable quarterly in arrears or in advance, although management fees can vary and may be payable more or less frequently within the discretion of the Adviser. The Adviser also has charged and may continue to charge a flat or minimum management fee on a quarterly basis in advance or in arrears that may exceed 0.85% per annum of the assets managed by the Adviser.”
Tiedemann’s brochure discloses asset-based management fees generally up to 0.85% per annum, with no discrete lower tier stated; each balance shown is priced at 0.85% of assets. The brochure separately notes it has charged and may continue to charge a flat or minimum management fee that may exceed 0.85% per annum, but states no specific dollar figure for that minimum, so no floor is applied here. The brochure does not use the word “negotiable” for this fee, so this page states it as the published maximum rather than an individually negotiated one.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,125 |
| $500,000 | $4,250 |
| $1,000,000 | $8,500 |
| $2,000,000 | $17,000 |
See the full breakdown, including how the figure is calculated, on Tiedemann Advisors’ own fee page.
Registration
Tiedemann Advisors, LLC is registered with the SEC as an investment adviser (CRD #147189, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Tiedemann Advisors.
What it costs to leave
Tiedemann Advisors, LLC’s Form ADV Part 2A discloses no termination notice period, refund mechanics, or dollar exit fee of its own. Clients typically custody through Fidelity or Schwab; Schwab’s standard outgoing-transfer fee is $50, and Fidelity does not publish a comparable line item (an honest gap, not a claim of $0).
Full mechanics and sources: how to leave Tiedemann Advisors.
Other advisor-firm reviews
Read our review and this one too.
What we would compare it against
Before you decide, run the numbers against another firm using the financial advisor fee comparison, or price the dollar cost of any percentage fee over time with the Financial Advisor Fee Calculator and the Fee Drag Calculator.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Tiedemann Advisors, LLC Form ADV, Part 2A (March 27, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029966
- SEC IAPD firm summary (CRD #147189, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/147189
Methodology. This page was built September 28, 2026, drawing directly on Tiedemann Advisors’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Tiedemann Advisors; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Tiedemann Advisors’ own Form ADV Part 2A and Form CRS. We have not used Tiedemann Advisors as a client. Tiedemann Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See Tiedemann Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Tiedemann Advisors against other options? See Tiedemann Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.