Hillcrest Financial Group provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and other business entities. Hillcrest Financial Group manages investment portfolios using mutual funds, exchange-traded funds, and individual securities. Hillcrest Financial Group also provides retirement plan consulting services to qualified employee benefit plans.
Assets Under Management$570M
Clients347
Advisors5
Avg. per Client$1.6M
Avg. per Advisor$110M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable above $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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