Curtis Hollowell
Curtis Hollowell is a registered investment advisor at Redmount Capital Partners LLC, based in Newport Beach, CA, with 12 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 clients with $39M 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 | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
These fees are for Investment Portfolios. Cash Management Accounts have a different fee schedule: 0.50% up to $5,000,000 and 0.25% above $5,000,000. The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
23 Corporate Plaza Dr., Suite 150, Newport Beach, CA, 92660
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 →Other Business ActivitiesSells Insurance
Curtis works as an insurance agent since 2015, and this activity is investment-related. This takes about a quarter of his time.
Employment History
Current Registrations
Redmount Capital Partners LLC
Previous Registrations
Princor Financial Services Corporation
State Registrations2 states
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.