Mary Sigler is a CFA-designated registered investment advisor at Tarbox Family Office, INC., based in Newport Beach, CA, with 12 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 230 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Tarbox Family Office charges an annual fee ranging from 0.20% up to 1.00% of the portfolio value, based on factors such as assets managed, engagement complexity, and scope of services. Rates and minimum account sizes are negotiable under special circumstances.
Fee Estimator
Location
500 Newport Center Drive, Ste 500, Newport Beach, CA, 92660
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Regulatory 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 →Employment History
Current Registrations
Tarbox Family Office, INC.
Previous Registrations
Oakwood Capital Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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