Laura Tarbox is a CFP-designated registered investment advisor at Tarbox Family Office, INC., based in Newport Beach, CA, with 22 years of industry experience. Laura 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, 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.
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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.
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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