Tarbox Family Office offers financial planning and investment management services. Financial planning includes estate planning, philanthropic giving, maximizing employee benefits, cash flow analysis, and tax planning. Investment management uses an asset class investing approach, diversifying across equity markets and fixed income assets. Tarbox Family Office may recommend independent investment managers and unaffiliated private investment funds. They do not sell products or take commissions.
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.