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.
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC, 28277
Get directionsJohn is an independent insurance agent with Navigator Financial Inc. since 1971, selling various insurance products, dedicating about a quarter of his time. He is also a solicitor with Hobart Private Capital.