Hobart Wealth offers investment management and financial planning services. Investment management includes creating tailored portfolios with various securities, continuously monitoring them, and rebalancing as needed. Hobart may use third-party managers or model providers. Financial planning covers investment, retirement, estate, tax, education, and business planning. Hobart also offers retirement plan consulting services to employer-sponsored retirement plans.
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.