Tarbox Family Office, Inc.

Tarbox Family Office, Inc. is an SEC-registered investment adviser founded by Laura Tarbox in 1985. The firm specializes in financial planning, tax preparation, and investment advisory services for high net worth individuals, charitable organizations, business entities, trusts, and estates. Tarbox Family Office, Inc. follows a fee-only structure, with annual investment advisory fees ranging from 0.20% to 1.00% based on assets under management. The firm's investment strategy focuses on asset class investing, with a preference for liquidity and a disciplined approach to building portfolios. They primarily invest in equities, fixed income, and alternative assets. Clients have the option to grant discretionary authority to Tarbox Family Office, Inc. for investment management. The firm does not accept performance-based fees and acts as a fiduciary, putting clients' interests first. Tarbox Family Office, Inc. does not engage in brokerage practices that involve directed brokerage or receive referral fees. The firm conducts ongoing account reviews, provides regular client statements, and offers proxy voting services. Clients can contact the Chief Compliance Officer for any inquiries regarding the firm's services or potential conflicts of interest. As of December 31, 2022, Tarbox Family Office, Inc. managed $758,756,998 in assets under management.