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Anthony Hobson

26 Years of Experience
Griffith, IN
2 DisclosuresBrokerSells Insurance

Anthony Hobson is a registered investment advisor at Money Concepts Advisory Service, based in Griffith, IN, with 26 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
395 advisors
Number of Clients
17,032 clients
Average Client Portfolio
$239K average
Assets Under Management
$4.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.30%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.90%
$5.0M - $10.0M0.75%
$10M+0.60%

Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

123 N. Wood St, Griffith, IN, 46319

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History

Regulatory History (2)
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Customer Dispute
January 2015
Settled
Customer Dispute
May 2011
Settled
Other Business ActivitiesSells Insurance

Anthony is a co-owner of Hobson & Scott Remodeling, a roofing and siding contractor, dedicating about 10-20% of his time, some of which occurs during securities trading hours. He also owns Hobson & Scott Insurance Agency and Set 'Em Up, a bowling alley/restaurant, spending about 10-20% of his time on each during non-securities hours.

Employment History
Current Registrations
Money Concepts Capital CORPBroker
October 2016 - Present · 10 yrs
Money Concepts Advisory Service
October 2016 - Present · 10 yrs
Previous Registrations
Investors Capital Advisory
August 2013 - September 2016 · 3 yrs 1 mo
Investors Capital CORP.Broker
August 2013 - September 2016 · 3 yrs 1 mo
Next Financial Group, INC.Broker
March 2007 - August 2013 · 6 yrs 5 mos
Next Financial Group, INC.
March 2007 - August 2013 · 6 yrs 5 mos
Primevest Financial Services, INC.
May 2005 - March 2007 · 1 yr 10 mos
Primevest Financial Services, INC.Broker
October 2004 - March 2007 · 2 yrs 5 mos
National Planning CorporationBroker
June 2000 - September 2004 · 4 yrs 3 mos
State Registrations5 states
AKCAILINLA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.