Hobbs Wealth Management (HWM) manages investment portfolios and offers financial planning to individuals, high net-worth individuals, pension and profit-sharing plans, and corporations. HWM creates tailored investment plans based on client goals, risk tolerance, and time horizons. Financial planning covers areas like cash flow, college savings, insurance, investments, retirement, and tax strategies.
Assets Under Management$150M
Clients194
Advisors1
Avg. per Client$760K
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.35% |
Fees are negotiable. If using any third-party managers, they may have their own fee schedule and their fee is in addition to our fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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