Tarbox Family Office is a fee-only registered investment advisor based in Newport Beach, California, founded by Laura Tarbox in 1985. The firm specializes in comprehensive, institutional-grade investment management and holistic financial planning for high-net-worth individuals, families, trusts, and charitable organizations. Tarbox Family Office focuses on strategic asset allocation, broad diversification, low costs, and tax efficiency, utilizing index funds, exchange-traded funds, mutual funds, alternative investments, and independent managers. The firm operates as a fiduciary, meaning it is legally required to act in your best interest, and does not sell products or accept commissions. Services cover retirement planning, multi-generational estate planning, tax coordination, cash-flow management, and philanthropic giving.
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.