Hillcrest Holdings, LLC has been in business since 2008, offering investment supervisory services on a discretionary basis. Hillcrest recommends investments in various asset classes, including cash, fixed income, and global equities. The firm's investment strategies involve risks, including the potential for complete loss. Hillcrest custodies its securities with Charles Schwab & Co., Inc. and Interactive Brokers.
Assets Under Management$54M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Hillcrest Holdings charges a percentage of your portfolio each year, ranging from 0% to 3%, depending on the total value of all accounts within your household. The fees are calculated quarterly and deducted directly from your account. Fees are generally not negotiable but may be waived for employees, friends, and family.
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