David Hoobler
David Hoobler is a registered investment advisor at The Bottom Line Wealth Management LTD., based in Toledo, OH, with 7 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 205 clients with $7.2M 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 $3.0M | 1.25% |
| $3.0M - $5.0M | 1.15% |
| $5M+ | 1.05% |
Fees are negotiable. The firm also offers a flat fee structure ranging from $2,500 to $60,000 annually, not to exceed 1.25% of the portfolio value.
Fee Estimator
Location
2600 N. Reynolds Road, Suite 103B, Toledo, OH, 43615
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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 a VP/Insurance Agent at Capaverill II & Associates, spending nearly full-time on insurance sales and services since 2001. He is also an insurance agent at Retirement Income Consultants, dedicating about a quarter of his time to fixed insurance sales, and an Investment Advisor Representative at Sunrift Capital Partners, LLC.
Employment History
Current Registrations
The Bottom Line Wealth Management LTD.
Previous Registrations
Sunrift Capital Partners LLC
State Registrations7 states
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