CA
CA

Cameron Curtis Akers

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
489 clients
Average Client Portfolio
$5.5M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $3.0M1.50%
$3.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10.0M - $20.0M0.85%
$20M+0.75%

Fee Schedule updated effective 4/1/23, to be typically applied to new Client relationships. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Bayview Circle, Suite 500, Newport Beach, CA, 92660-8903

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Cameron is involved with Double Eagle Partners, LLC as an investment-related hedge fund manager. He also provides advice to Vimtrek, LLC, dedicating a few hours per week to inquiries, audits, and administrative support.

Employment History
Current Registrations
Hollencrest Capital Management
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
Hollencrest Capital Management, LLCBroker
May 2009 - January 2018 · 8 yrs 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.