Hillcrest Wealth Advisors offers personalized investment management and financial planning services for individuals, high-net-worth clients, trusts, and endowments. The firm builds customized portfolios using exchange-traded funds, mutual funds, and separate account managers, with a focus on diversification and aligning investments with each client's goals, risk tolerance, and tax situation. Hillcrest Wealth Advisors also provides specialized services including laddered bond portfolios and consultations for held-away assets. In addition to managing investments, the firm offers comprehensive financial planning covering retirement, insurance, estate planning, cash flow analysis, capital needs, and education funding. Hillcrest Wealth Advisors operates as a registered investment advisor and requires clients to grant authority to make trades without asking first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $9.0M | 0.80% |
| $9.0M - $15.0M | 0.60% |
| $15M+ | 0.60% |
Fees are negotiable for amounts above $15,000,000. Other programs: Laddered Bond Portfolio and Held Away Investment Consultation at 0.20% to 0.30%.