Tobin Investment Planning provides personalized investment advice and financial planning. They offer both discretionary and non-discretionary portfolio management, tailoring investment strategies to your risk tolerance and financial goals. Financial planning services range from comprehensive plans to single-subject consultations. They may also recommend third-party money managers.
Assets Under Management$35M
Clients22
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$35M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable and may be reduced by combining accounts of family members in the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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