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 (1)
Criminal
July 2009Other Business ActivitiesSells Insurance
Zachary is a sales associate at Hollencrest Insurance Services, Inc. since 2011, selling various insurance products as needed by clients, dedicating a few hours per week.