LT
CFP

Laura Ann Tarbox

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
225 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$967.2M

Fee Structure

Minimum Investment:$5M
Financial Plan Fee:$5,000 - $20,000
Hourly Rate:$175 - $600/hr

Tarbox Family Office offers services on a fee-only basis, including hourly or fixed fees, as well as fees based on assets under management. The annual investment advisory fee varies from 0.20% up to 1.00% of the total assets under management, based on factors such as the amount of assets, complexity, and scope of services. Financial planning and consulting services are also available on a stand-alone basis, with negotiable fees ranging from $5,000 to $20,000 on a fixed-fee basis, or between $175.00 to $600.00 per hour.

Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

500 Newport Center Drive, Newport Beach, CA, 92660

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Laura is a California-licensed private fiduciary, operating as a sole proprietorship under the name Tarbox Private Fiduciary Services since 2013. Her duties include expert report preparation, managing assets, and beneficiary relations, taking minimal time each month.

Employment History
Current Registrations
Tarbox Family Office, INC.
April 2004 - Present · 21 yrs 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.