Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management, hourly charges ($100-$500/hour), retainer fees, and/or fixed fees. The minimum quarterly fee for Wealth Management is $3,125 ($12,500 annually), and for Investment Management, it's $1,500 ($6,000 annually). Financial planning fees start at $6,000 for a one-time plan. Fees are negotiable and may be modified based on various criteria. Clients also pay custodial, brokerage, and fund management fees.
Areas of Practice
Advisor Information
Office location
1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tobias Financial Advisors
State Registrations2 states
Exams
Additional Information
Matthew D. Saneholtz, CFA, CFP®, EA serves as a Senior Wealth Advisor and co-owner of the firm.? During his almost two decades at Tobias Financial Advisors, Matthew has tackled a wide range of duties. Among his many responsibilities at the firm, Matthew provides financial planning and investment advisory services to our broad client base.