HOBART WEALTH
Charlotte, North Carolina
5.0
26 Reviews
Hobart Wealth is a prominent investment advisory firm based out of Charlotte, NC. With a team of 14 dedicated professionals, 9 of whom specialize in providing investment advisory services, they have established themselves as a trusted partner in wealth management. Hobart Wealth boasts an impressive average of approximately $292,090,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is diverse, offering clients flexibility through options such as a percentage of assets under management, fixed fees, and performance-based fees. With over 560 individual clients and ass...
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Assets Under Mgmt

$268.45M

Investment Professionals

9

Locations

2

% 401K & Individual

70%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
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