Assets Under Management
$967.2M
Number of Clients
225
Number of Advisors
4
Average Client AUM
$4.3M
AUM per Advisor
$241.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Tarbox Family Office provides financial planning and investment management services. Financial planning includes estate, philanthropic giving, employee benefits, cash flow, insurance, and tax planning. Investment management uses an asset class investing approach with a preference for liquidity.
500 Newport Center Drive, Ste 500, Newport Beach, CA, 92660