Thomas Tobias is a registered investment advisor at Money Compass Advisors, based in Sonoma, CA, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 11 clients with $7.5M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
The annual fee is negotiable based upon certain criteria. Clients who engage Money Compass Advisors to manage assets held away will be charged 0.25% for the Pontera platform fee and Money Compass Advisors' management fee of 0.75%.
Fee Estimator
Location
Sonoma, CA
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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 →Employment History
Current Registrations
Money Compass Advisors
Previous Registrations
Transamerica Financial Advisors, INC.
Fisher Investments
State Registrations1 state
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