Christopher Hobart is a registered investment advisor at Hobart Wealth, based in Charlotte, NC, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 677 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hobart Wealth charges an annual fee based on the value of your portfolio, not exceeding 2.00%. This fee is billed quarterly in advance. If Hobart uses third-party managers or model providers, you'll also pay their fees, which are separate from Hobart's fee. Hobart also offers asset management services for fee-based variable annuity insurance products, charging an asset-based management fee without receiving commissions on these products. For clients with assets held away at other custodians, Hobart charges an additional 0.25% annual fee to cover the cost of Pontera, a third-party software provider.
Location
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC, 28277
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Regulatory History (2)
Customer Dispute
February 2022Customer Dispute
November 2020Other Business ActivitiesSells Insurance
Christopher is the sole owner of Traboh II LLC, a holding company for office buildings, and owns Hobart Financial Group, Inc., an insurance-based firm where he sells LTC and life insurance, dedicating about half his time. He also owns Hobart Insurance Services, LLC, selling fixed insurance products, and is President of Hobart Private Capital, LLC, a registered investment advisor, spending a few hours per week on each.
Employment History
Current Registrations
Hobart Wealth
Previous Registrations
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
Kalos Management
Kalos Capital, INC.Broker
Quest Capital Strategies, INC.Broker
Edward JonesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.