Tiemann Investment Advisors, LLC

CRD#125360
Investment Advisor Firm

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Overview

Tiemann Investment Advisors, LLC operates as an advisory company that has its headquarters in Menlo Park, California. The company oversees $250.4 million in total assets over 281 accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). Tiemann Investment Advisors, LLC has a small group of two employees, all of whom are financial advisors. Tiemann Investment Advisors, LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as options, bonds and equities.

Tiemann Investment Advisors, LLC oversees all of the firm's client assets in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction decisions without requiring client consent. Tiemann Investment Advisors, LLC's average account size is $891,055. An average financial advisor at Tiemann Investment Advisors, LLC administers about 141 client accounts.

Tiemann Investment Advisors, LLC's main office is located at 750 Menlo Avenue, Menlo Park, California 94025. The firm is registered to provide services to investors in the state of California.

Assets Under Management

$250.4 million

Number of Advisors

2

Disclosures

No

Office Location

750 Menlo Avenue
Menlo Park, CA 94025

Tiemann Investment Advisors, LLC by the Numbers

Total Assets Under Management

$250.4 million

National Average: $3.3 billion
Total Number of Employees

2

National Average: 31
Total Number of Accounts

281

National Average: 1,935
Average Account Size

$891.1 thousand

National Average: $1.7 million

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Products and Services

Financial services provided by Tiemann Investment Advisors, LLC include portfolio management for individuals and small businesses and publication of newsletters. The company does not sell products or offer services apart from investment advice to its investment advisory accounts.

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 61% 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 largely vary depending on the financial services offered. Fee types charged by the company likely include some blend of the following fee structures: asset-based, fixed or other. Tiemann Investment Advisors, LLC does not supply a wrap fee program, in which the company offers a service bundle for a single fee.

Available

  • Offered by 72% 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 39% 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 35% 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 2% of firms that offer this fee type

    Commissions

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    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

The company works with retail investors and high net worth investors. Out of its 281 clients, Tiemann Investment Advisors, LLC's biggest client by number of accounts is high net worth investors, but it also manages money for 64 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are from outside of the U.S.

  • High-Net-Worth Individuals* - 69.57%
  • Other Individuals - 30.43%
  • 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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Financial Advisors at Tiemann Investment Advisors, LLC

Stanley Thomas
Menlo Park, CA
Jonathan Tiemann
Menlo Park, CA

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This content was compiled from the SEC and FINRA