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.
500 Newport Center Drive, Newport Beach, CA, 92660
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Learn about disclosures →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.