Thomas Ray Hamilton

Hobart Wealth

13 Years of Experience

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Firm Information

Hobart Wealth

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

9 advisors

Number of Clients

677 clients

Average Client Portfolio

$635K average

Assets Under Management

$429.7M

Fee Structure

Minimum Investment:$250K

Financial Plan Fee:$2,500 - $25,000

Hourly Rate:Up to $500/hr

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.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC, 28277

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.