Assets Under Management
$429.7M
Number of Clients
677
Number of Advisors
9
Average Client AUM
$635K
AUM per Advisor
$47.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Hobart Wealth provides discretionary investment advisory services to individuals and high-net-worth individuals. Services include asset management, financial planning, and retirement plan consulting. They may utilize third-party managers or model providers. The firm also offers asset management services for fee-based variable annuity insurance products.
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC, 28277