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.
2211 Michelson Dr Suite 1150, Irvine, CA, 92612
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