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Hobart Wealth
Charlotte, North Carolina
5.0
29 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...see more
Assets Under Mgmt
$268.45M
Investment Professionals
9
Locations
2
% 401K & Individual
% Discretionary
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
Reviews for Hobart Wealth
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