SG
CFP

Steven Andrew Greer

14 Years of Experience

Firm Information

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.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

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

Get directions
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2022
Settled
Customer Dispute
November 2020
Denied
Other Business ActivitiesSells Insurance

Steven is an Investment Advisor Representative with Hobart Private Capital, LLC since 2013. He is also an independent insurance agent since 2012, dedicating a few hours per week to the sale of insurance products.

Employment History
Current Registrations
Hobart Wealth
September 2013 - Present · 12 yrs 4 mos
Previous Registrations
G.F. Investment Services, LLCBroker
February 2012 - April 2019 · 7 yrs 2 mos
Global Financial Private Capital, LLC
February 2012 - November 2017 · 5 yrs 9 mos
Kalos Capital, INC.Broker
October 2011 - February 2012 · 4 mos
Kalos Management
September 2011 - April 2012 · 7 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.