Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.75% |
Fee schedule updated effective 4/1/23. The firm retains the discretion to negotiate management fees on a client-by-client basis, which include asset-based and fixed fee schedules.
Fee Estimator
Hollencrest Capital Management charges annual fees based on a percentage of assets under management. These fees are billed quarterly. The firm may negotiate fees on a client-by-client basis. They also offer consulting services with tiered annual fees or fixed annual fees. For business owner advisory services, a separate, flat fee is charged, which is negotiable.
Areas of Practice
Advisor Information
Office location
100 Bayview Circle, Suite 500, Newport Beach, CA, 92660-8903
Get directionsRegulatory History (3)
Customer Dispute
March 2005Customer Dispute
August 2000Customer Dispute
March 1999Other Business ActivitiesSells Insurance
Robert is an LLC member of Double Eagle Partners, LLC, and President of Hollencrest Insurance Services, Inc., where he sells life insurance. He also dedicates minimal time to various LLC management and board member roles, and provides advice to VIMtrek, LLC.