Tobias Financial Advisors (TFA) offers financial planning and investment management services. TFA's core service is Wealth Management, which includes ongoing financial planning and investment management. TFA also offers Investment Management Service for clients seeking investment advice only. TFA may use sub-advisers to manage accounts. Financial planning services can be delivered as a one-time plan or ongoing. TFA also offers retirement plan advisory services. TFA is a fee-only firm.
Assets Under Management$890M
Clients347
Advisors9
Avg. per Client$2.6M
Avg. per Advisor$99M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$12,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $8.0M | 0.50% |
| $8M+ | 0.35% |
This fee schedule is for the Wealth Management Service. There is a minimum quarterly fee of $3,125, which equates to $12,500 annually; fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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