Zachary Staggs
Zachary Staggs is a registered investment advisor at Hollencrest Capital Management, based in Newport Beach, CA, with 14 years of industry experience. Zachary 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 (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.
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.