Steven Greer
Steven Greer is a CFP-designated registered investment advisor at Hobart Wealth, based in Charlotte, NC, with 15 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 727 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%. Fees are negotiable and typically billed quarterly in advance.
Fee Estimator
Location
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC, 28277
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2022Customer Dispute
November 2020Other Business ActivitiesSells Insurance
Steven is an Investment Advisor Representative with Hobart Private Capital, LLC since 2013. He is also an independent insurance agent since 2012, dedicating a few hours per week to the sale of insurance products.
Employment History
Current Registrations
Hobart Wealth
Previous Registrations
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
Kalos Capital, INC.Broker
Kalos Management
State Registrations2 states
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
More Advisors
- Nicholas Adkins, CFPHobart Wealth
- Jacob Woodrum, CFPHobart Wealth
- Corey Sunstrom, CFPHobart Wealth
- Christopher HobartHobart Wealth
- John TonissenHobart Wealth
- Andrew Deangelis, CFAVenture Visionary Partners LLC