Christopher Duong
Christopher Duong is a CFA-designated registered investment advisor at Hollencrest Capital Management, based in Newport Beach, CA, with 17 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 7 more. Their firm serves 477 clients with $2.9B 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% |
Cash management only accounts are charged a flat rate of 0.20% on all assets. Fees are negotiable.
Fee Estimator
Location
100 Bayview Circle, Suite 500, Newport Beach, CA, 92660-8903
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 Activities
Christopher is involved with Double Eagle Partners, LLC as a hedge fund manager. He also provides advice to Vimtrek, LLC, dedicating a few hours per week to trade entry and administrative support.
Employment History
Current Registrations
Hollencrest Capital Management
Previous Registrations
Hollencrest Capital Management, LLCBroker
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.
Exams
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