Mark Hobbs
Mark Hobbs is a registered investment advisor at Hobbs Group Advisors LLC, based in Columbia, SC, with 20 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 450 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Wealth Management fees. Fees negotiable for amounts over $10,000,000. Digital Investment Management fee is 0.85%. Traditional Investment Management fees range from 0.65% to 1.25%.
Fee Estimator
Location
1704 Laurel Street, Co, Columbia, SC, 29201
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark is the President of Hobbs Group Advisors, LLC (a registered investment advisor) and the Managing Partner of The Hobbs Group PA (a CPA firm, taking nearly full-time). He is also the President of Wealth Alliance, promoting insurance, and involved in numerous real estate and farm-related ventures, all taking minimal time.
Employment History
Current Registrations
Hobbs Group Advisors LLC
Previous Registrations
Triad Advisors LLCBroker
Carolina Wealth Management, LLC
Walnut Street Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.