David Strange
David Strange is a CFP-designated registered investment advisor at Hobbs Group Advisors LLC, based in Columbia, SC, with 14 years of industry experience. David 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
1727 Laurel Street, Columbia, SC, 29201
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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
David is an insurance agent at Wealth Alliance Inc, helping the agency sell life, health, and disability insurance, dedicating about 10-20% of his time. He also is involved in land management through US 6, LLC, spending minimal time outside of trading hours.
Employment History
Current Registrations
Hobbs Group Advisors LLC
Previous Registrations
Triad Advisors LLCBroker
State Registrations1 state
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