Deborah Hobart is a CFP-designated registered investment advisor at Blue Water Capital Management, LLC, based in Apex, NC, with 6 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 7 more. Their firm serves 106 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $8.0M | 0.40% |
| $8M+ | 0.20% |
Households with a total investment portfolio of less than $1.25 million may be subject to a minimum balance fee that is higher than the rates in the above fee schedule.
Fee Estimator
Contact
Deborah Hobart
Location
315 S. Salem Street, #422, Apex, NC, 27502
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Blue Water Capital Management, LLC
State Registrations1 state
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.
Exams
Additional Information
Debbie is a financial advisor at Blue Water Capital Management, LLC and is a CERTIFIED FINANCIAL PLANNER™ professional. She earned her BS in Accounting at George Mason University and holds CPA licenses in the states of VA and NC. She has worked in the financial services industry for over 20 years.