Robert Wolford
Robert Wolford is a ChFC-designated registered investment advisor at Hollencrest Capital Management, based in Newport Beach, CA, with 38 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 489 clients with $2.7B 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 $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, typically applied to new client relationships. HCM retains the discretion to negotiate management fees on a client-by-client basis, which include asset-based and fixed fee schedules. At the sole discretion of HCM, wealth management fee arrangements for the Firm’s senior management, employees, employee family members, and/or Friends of the Firm are negotiated, waived, or reduced, which is not made available to other Clients.
Fee Estimator
Location
100 Bayview Circle, Suite 500, Newport Beach, CA, 92660-8903
Get directionsHistory
Regulatory 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.
Employment History
Current Registrations
Hollencrest Capital Management
Previous Registrations
Double Eagle Partners
Hollencrest Capital Management, LLCBroker
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Prudential Securities IncorporatedBroker
Tbg FinancialBroker
Euro American Capital CorporationBroker
Salomon Brothers INC.Broker
Unimarc Securities CorporationBroker
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.