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
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Customer Dispute
February 2022Other Business ActivitiesSells Insurance
Corey is an independent insurance agent selling insurance products, dedicating a few hours per week during trading hours. Corey also works as an adjunct professor at Gardner-Webb University, teaching estate planning classes for about 10% of their time.