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Benjamin A. Tobias (Plantation)


Benjamin A. Tobias is a large advisory firm based in Plantation. It manages $49.44 million of regulatory assets for 82 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Florida.

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Benjamin A. Tobias provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Benjamin A. Tobias: assets under management

The assets under management (AUM) of Benjamin A. Tobias is $49.44 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $49.44 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $602.87 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Benjamin A. Tobias for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Plantation

The principal office where Benjamin A. Tobias performs its advisory services is located at 1000 S. Pine Island Road, Plantation, FL 33324, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 954-424-1660 or by fax 954-424-9545. The normal business hours are 8:30am to 5:00pm (by appointment) on Monday - Friday. You can find more information about the New York firm at www.tobiasfinancial.com.


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