Laura Tarbox is a CFP-designated registered investment advisor at Tarbox Family Office, INC., based in Newport Beach, CA, with 21 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 225 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tarbox Family Office charges an annual investment advisory fee based on the total value of your portfolio. The fee varies from 0.20% up to 1.00%, depending on factors like the amount of assets, complexity, and scope of services. The fee is calculated based on the market value of the account on the last business day of the previous quarter and is billed in arrears each quarter. Clients can choose to have fees deducted from their accounts or be billed directly.
Location
500 Newport Center Drive, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laura is a California-licensed private fiduciary, operating as a sole proprietorship under the name Tarbox Private Fiduciary Services since 2013. Her duties include expert report preparation, managing assets, and beneficiary relations, taking minimal time each month.
Employment History
Current Registrations
Tarbox Family Office, INC.
State Registrations1 state
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