Cathleen Tobin is a CFP-designated registered investment advisor at Moonbridge Financial Design, LLC, based in Rhinebeck, NY, with 2 years of industry experience. Cathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 15 clients with $8.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
Ongoing comprehensive financial planning clients that utilize investment management services will not be billed an additional investment management fee for the first portion of their portfolio (AUM up to 100x the planning fee).
Fee Estimator
Contact
Cathleen Tobin
Location
Rhinebeck, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Moonbridge Financial Design, 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
Additional Information
I became a financial planner after fifteen years as a strategy consultant working with banks to help them better serve women clients. That time included a great many conversations with women and men about their goals, dreams, fears and how money relates to all of it. It hit home that change comes slowly in the financial services industry – I’m tired of still hearing and experiencing what it’s like to have my questions dismissed, to be spoken to in jargon and to be disappointed by how hard it is to find straightforward information I trust.