Hobbs Group Advisors provides investment advice and manages portfolios for individuals, families, and businesses. They offer investment management through a digital platform (Betterment) or traditional methods, wealth management combining investment and financial planning, financial planning services covering various aspects of a client's financial life, and pension consulting services for retirement plans. Hobbs Group Advisors may recommend a sub-advisor to manage client assets.
Assets Under Management$480M
Clients450
Advisors7
Avg. per Client$1.1M
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,250
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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