Tobias Financial Advisors
Assets Under Management
$892.2M
Number of Clients
347
Number of Advisors
8
Average Client AUM
$2.6M
AUM per Advisor
$111.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tobias Financial Advisors offers financial planning and investment management services to individuals, pension plans, trusts, estates, corporations, and other business entities. They allocate assets among various securities and may provide guidance on alternative investments. Services include wealth management, investment management, and financial planning.
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
Location
1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
