Gregory Pellizzon
Gregory Pellizzon is a registered investment advisor at Hollencrest Capital Management, based in Newport Beach, CA, with 45 years of industry experience. Gregory 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 (2)
Regulatory
November 2019Customer Dispute
January 1988Other Business ActivitiesSells Insurance
Gregory is an LLC member of Double Eagle Partners, a hedge fund manager, and Hollencrest Insurance Services, where he is a vice-president involved in marketing and sales of life insurance. He also has several passive investments and board memberships, dedicating minimal time to each.
Employment History
Current Registrations
Hollencrest Capital Management
Previous Registrations
Double Eagle Partners
Hollencrest Capital Management, LLCBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
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.