Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hobart receives an asset-based fee for asset management services, not exceeding 2.00% annually. Fees are billed quarterly in advance. Clients may incur additional Third-Party Management Fees or Model Provider Fees. Financial planning fees are charged hourly (up to $500/hour) or as flat fees ($2,500 to $25,000). Retirement plan consulting services are charged an annual investment advisory fee, deducted quarterly in arrears. Fees are negotiable.
Areas of Practice
Advisor Information
Office location
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC, 28277
Get directionsRegulatory History (2)
Customer Dispute
February 2022Customer Dispute
November 2020Other Business ActivitiesSells Insurance
Christopher is the sole owner of Traboh II LLC, a holding company for office buildings, and owns Hobart Financial Group, Inc., an insurance-based firm where he sells LTC and life insurance, dedicating about half his time. He also owns Hobart Insurance Services, LLC, selling fixed insurance products, and is President of Hobart Private Capital, LLC, a registered investment advisor, spending a few hours per week on each.