Tara Leigh Bobelak
Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plan clients pay a fee based on a percentage of assets held in the Plan. Fees are charged in advance or arrears, either monthly or quarterly, as agreed upon. Fees are negotiable and may vary based on the size, complexity, and nature of the engagement. There is no minimum investment. The maximum annual advisory fee is 1.00%. Fees charged by the Advisor are separate from charges assessed by third parties.
Areas of Practice
Advisor Information
Office location
1825 Business Park Blvd., Suite E, Daytona Beach, FL, 32114
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 →Other Business ActivitiesSells Insurance
Tara is a member of Keyes, Stange & Wooten Wealth Management, LLC, Keyes, Stange & Wooten CPA Firm, LLC, and Mad Hatters Management, LLC. She also sells fixed insurance and fixed annuities, and owns real estate, dedicating minimal time to each of these activities. She also provides quotes and illustrations for fixed insurance products and life insurance.