Steven Greer is a CFP-designated registered investment advisor at Hobart Wealth, based in Charlotte, NC, with 14 years of industry experience. Steven 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
Steven is an Investment Advisor Representative with Hobart Private Capital, LLC since 2013. He is also an independent insurance agent since 2012, dedicating a few hours per week to the sale of insurance products.
Employment History
Current Registrations
Hobart Wealth
Previous Registrations
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
Kalos Capital, INC.Broker
Kalos Management
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.