Ursula Auger is a CFA, CFP-designated registered investment advisor at Tobias Financial Advisors, based in Plantation, FL, with 9 years of industry experience. Ursula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 347 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.65% |
| $6.0M - $8.0M | 0.50% |
| $8M+ | 0.35% |
This fee schedule is for the Wealth Management Service. There is a minimum quarterly fee of $3,125, which equates to $12,500 annually; fees are negotiable.
Fee Estimator
Location
1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ursula works full-time as a Portfolio Manager/Research Analyst for Keating Investment Counselors since 2018. She also serves as Executive Director for the CFA Society of South Florida, dedicating about 10-20% of her time to this non-profit organization.
Employment History
Current Registrations
Tobias Financial Advisors
Previous Registrations
Planwyz INC.
Keating Investment Counselors INC
Castle Wealth Management
State Registrations1 state
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