Tiedemann & Associates Investment Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$53,734,168
Clients
31
Advisors
1
of 3 employees
About
The firm provides investment advisory and portfolio management to individuals—including high‑net‑worth clients—along with pension and profit‑sharing plans and charitable organizations. Services include discretionary portfolio management, written financial planning and consulting on taxes, insurance, estate and business planning, and the adviser also offers hourly consulting arrangements.
The firm’s investment process is grounded in modern portfolio theory and emphasizes long‑term trading, strategic asset allocation, and periodic rebalancing to maintain target allocations. Most client assets are managed on a discretionary basis and implementations may include equities, fixed income, mutual funds and ETFs; the firm recommends major custodians such as Fidelity and delivers quarterly performance reports.
What is distinctive is the firm’s affiliation with an accounting and tax practice and the integration of tax and accounting advice into its advisory services, with the firm’s principal devoting a majority of his professional time to the accounting firm. The firm also operates as a solo practitioner managing roughly $54 million in discretionary assets for a small client base, a combination that is relatively uncommon among supported firms and may affect how services are structured.
Client services
Expertise
Fee options
Fixed fee based on anticipated time and complexity, agreed upon with client
0.50% to 1.0% per year
$300 per hour
Main office
Weston MA
Advisors at this office
1
Most active in
Florida · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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