Tarbox Family Office, INC.
Assets Under Management
$967.2M
Number of Clients
225
Number of Advisors
4
Avg. Portfolio per Client
$4.3M
Avg. Managed per Advisor
$241.8M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Tarbox Family Office offers financial planning and investment management services. Financial planning includes estate planning, philanthropic giving, employee benefits, and tax planning. Investment management uses an asset class investing approach with equities, fixed income, and alternatives. Tarbox Family Office works with high-net-worth individuals, charitable organizations, business entities, and trusts.
Fee Structure
Tarbox Family Office's annual investment advisory fee varies from 0.20% up to 1.00% of the total assets they manage. The fee is based on factors such as the amount of assets, complexity, and scope of services. Similarly situated clients could pay different fees.
Areas of Practice
Location
500 Newport Center Drive, Ste 500, Newport Beach, CA, 92660