Tiemann Investment Advisors, LLC

CRD#125360
Investment Advisor Firm

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Overview

Tiemann Investment Advisors, LLC operates as a financial advisory firm that has its headquarters in Menlo Park, California. The company has $229.5 million in assets throughout 246 accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The company has a small team of two employees, all of whom are financial advisors. Tiemann Investment Advisors, LLC is not a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer company to do so. Securities are exchangable financial investments such as options, equities and bonds.

Tiemann Investment Advisors, LLC manages all of its accounts on a discretionary basis. Discretionary management signifies that transaction choices are made by a portfolio manager without needing to seek the client's permission. The advisory firm's average account size is $932,736. An average advisor at Tiemann Investment Advisors, LLC manages around 123 client accounts.

The company's central office is at 750 Menlo Avenue, Menlo Park, California 94025. It is legally allowed to serve investors in the state of California.

Number of Advisors

2

Disclosures

No

Office Location

750 Menlo Avenue
Menlo Park, CA 94025

Tiemann Investment Advisors, LLC by the Numbers

Total Number of Employees

2

National Average: 4,943
Total Number of Accounts

246

National Average: 2,522
Average Account Size

$932.7 thousand

National Average: $1.3 million

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Products and Services

Services that Tiemann Investment Advisors, LLC provides include portfolio management for individuals and small businesses and publication of newsletters. The firm does not sell products or offer services aside from investment advisory services to its investment advisory customers.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

  • Offered by 63% of firms

    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

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    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Offered by 4% of firms

    Publication of Periodicals

    This is the publication of various financial education materials.

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    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Financial management fees are based on which services the firm provides the client. However, fees charged by the firm likely are comprised of the following fee structures: asset-based, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Tiemann Investment Advisors, LLC.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 40% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Offered by 12% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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Types of Clients

Tiemann Investment Advisors, LLC caters to retail investors and high net worth investors. Out of its 246 clients, Tiemann Investment Advisors, LLC's largest client by number of accounts is high net worth investors, but it also manages money for 59 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are non-U.S. persons.

  • High-Net-Worth Individuals* - 69.41%
  • Other Individuals - 30.59%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Tiemann Investment Advisors, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA