LT
CFP
LT
CFP

Laura Ann Tarbox

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthCharitable GivingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
225 clients
Average Client Portfolio
$4.3M average
Assets Under Management
$967.2M

Fee Structure

Minimum Investment:$5M
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Location

500 Newport Center Drive, Newport Beach, CA, 92660

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

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.

Employment History
Current Registrations
Tarbox Family Office, INC.
April 2004 - Present · 21 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.