The Tobias Wealth Management Service encompasses your many financial needs under one roof, for one fee. We strive to help you clarify your goals, achieve your objectives, and find peace of mind. Our service addresses financial and life planning, management of investment assets, and an array of financial planning functions.

We realize that along with an increase in financial success comes an increase in the complexity of issues. Since the Tobias Wealth Management Service provides guidance for many aspects of our clients’ financial situations, we recognize the need to manage the interdependent nature between investments, income and estate taxes, retirement, and daily expense management. Our clients’ unique financial needs and goals change over time, so we offer a wide spectrum of services with on-going and adaptive management. Investments are vigilantly monitored and rebalanced as both global and personal circumstances continue to evolve.

The Tobias Wealth Management Service offers the following:

  • Investment Management
  • Cash Flow Management
  • Retirement Planning
  • Estate Planning
  • Next Gen Planning
  • College Planning
  • Risk Management
  • Tax Planning
  • Charitable Planning
  • Pre and Post-Divorce Planning

 OUR PROCESS

With thorough review of your current financial situation, we will help you navigate toward the fulfilment of your financial goals by advising you through important investment decisions and alerting you of any risks that may lay ahead.

Establishing the Relationship

  • GET TO KNOW EACH OTHER
    • - Firm History
    • - How We Work
    • - Financial concerns
    • - Determine goals & dreams
    • - Review existing plan





  • PROPOSAL
    • - Review of portfolio holdings
    • - Discuss any preliminary uncovered opportunities
    • - Sign Wealth Management Agreement
  • REVIEW CUSTOM PORTFOLIO
    • - Present your investment policy statement
    • - Update on account openings and transfer of assets







  • QUARTERLY REVIEW
    • - Review your goals and dreams
    • - Review 1st quarter portfolio statement and investment plan
    • - Address specific areas of immediate concern





  • ONGOING
    • - Continue regular review meetings
    • - Consult on life changes
    • - Work to deliver a comprehensive and holistic experience to you and your family


OUR FEES

Tobias Financial Advisors Wealth Management Fee Schedule

The annual fee shall vary depending upon the market value of the assets under management.

PORTFOLIO VALUE ANNUAL FEE**
FIRST $1,000,000 1.00%
NEXT $1,500,000 0.85%
NEXT $1,500,000 0.65%
NEXT $2,000,000 0.50%
ADDITIONAL ASSETS 0.35%

**Minimum fees may be applicable

PORTFOLIO VALUE ANNUAL FEE**
FIRST $1,000,000 1.00%
NEXT $1,500,000 0.85%
NEXT $1,500,000 0.65%
NEXT $2,000,000 0.50%
ADDITIONAL ASSETS 0.35%

*Minimum fees may be applicable