Tarbox Family Office, INC.
Assets Under Management
$967.2M
Number of Clients
225
Number of Advisors
4
Average Client AUM
$4.3M
AUM per Advisor
$241.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tarbox Family Office, Inc. provides financial planning and investment management services. Financial planning includes estate planning, philanthropic giving, employee benefits, cash flow analysis, insurance review, and tax planning. Investment management uses an asset class investing approach with a preference for liquidity. They may recommend independent managers and unaffiliated private investment funds. The firm focuses on strategic asset allocation, diversification, and cost minimization.
Fee Structure
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
Location
500 Newport Center Drive, Ste 500, Newport Beach, CA, 92660