Tobias Financial Advisors
Assets Under Management
$892.2M
Number of Clients
347
Number of Advisors
8
Average Client AUM
$2.6M
AUM per Advisor
$111.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Tobias Financial Advisors is a fee-only firm offering financial planning and investment management services. They allocate client assets among various securities based on client objectives. Services include Wealth Management, Investment Management, and Financial Planning. They may use sub-advisers and recommend independent managers.
Fee Structure
Minimum Annual Fee:$12,500
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location
1000 S. Pine Island Road, Suite 450, Plantation, FL, 33324
