Tandem Views Investment Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Tandem Views Investment Services, LLC is a fee-only, state-registered advisory firm that provides ongoing investment management and a range of financial planning services to individuals, retirees, professionals, business owners, trusts, and estates. The firm manages about $7.6 million for a small, concentrated client base and offers both limited-scope and comprehensive planning alongside portfolio design and monitoring.
The firm’s investment approach emphasizes fundamental analysis and active asset allocation across stocks, bonds, ETFs, municipal and government securities, and, when appropriate, REITs and commodities, with portfolios reviewed and rebalanced at least annually. Uncommonly for independent peers, the firm operates primarily on a non-discretionary basis, generally requiring client approval before implementing trades and offering an educational or fiduciary framework when advising on retirement rollovers.
What is noteworthy about the firm is its small-scale, hands-on model in which the owner/principal—who holds CFP® and CPA/PFS credentials—provides all client services and oversight, rather than operating through a larger team. The firm also follows a strictly fee-only compensation model, does not participate in wrap programs or accept performance-based fees, and relies on a third-party custodian for execution and client reporting.
Client services
Expertise
Occupation focus
Fee options
Flat fee of $2,000 annually for accounts under $200,000
$1 - $199,999: Flat fee of $2,000 annually $200,000 - $999,999: 1.00% annually $1,000,000 - $4,999,999: 0.75% annually $5,000,000 - $10,000,000: 0.65% annually Over $10,000,000+: 0.50% annually
$250 per hour for financial planning services
Account minimum: $1 Minimum fee: $2,000 annually for accounts under $200,000 Fee-only: Financial planning services at $250 per hour
Main office
5 Centerpointe Drive, Suite 400
Lake Oswego OR 97035-8661
Advisors at this office
1
Most active in
Oregon
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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