Our Fees
Tobias Financial Advisors Wealth Management Fee Schedule
The annual fee shall vary depending upon the market value of the assets under management and the type of investment management services rendered.
The minimum annual fee for this service is $7,500.
| Portfolio | Value | Annual Fee |
| First Next Next Next Additional assets |
$1,000,000 $1,500,000 $1,500,000 $2,000,000 |
1.00% 0.85% 0.65% 0.50% 0.35% |
Tobias Financial Advisors Financial Planning Services
The minimum fee for financial planning is $5,000.
Please call our office for additional information regarding the wide array of financial planning services we offer.