Toba Financial LLC offers wealth management services, which include investment management and financial planning, and project-based financial planning services. Toba may recommend third-party professionals but does not receive compensation from them. For investment management, clients grant Toba limited authority to buy and sell securities on a non-discretionary basis. Toba may recommend Betterment for Advisors as a third-party manager.
Assets Under Management$960K
Clients5
Advisors1
Avg. per Client$190K
Avg. per Advisor$960K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. When Toba utilizes an Outside Manager, the above fee schedule includes the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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