Joshua Pohl is a registered investment advisor at Hobart Wealth, based in Charlotte, NC, with 8 years of industry experience. Joshua 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
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hobart Wealth
Previous Registrations
Ep Wealth Advisors
Aw SecuritiesBroker
TD Ameritrade, INC.Broker
State Registrations1 state
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