RB

Robert Rae Barton

8 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

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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.

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Employment History
Current Registrations
Hobart Wealth
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Prudential Financial Planning Services
October 2018 - April 2023 · 4 yrs 6 mos
Pruco Securities, LLC. Broker
September 2018 - April 2023 · 4 yrs 7 mos
First Command Advisory Services
May 2017 - September 2018 · 1 yr 4 mos
First Command Financial Planning, INC.Broker
May 2017 - September 2018 · 1 yr 4 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.