Hillcrest Financial Group offers wealth management, financial planning, consulting, and retirement plan services. The firm designs customized investment portfolios using mutual funds, exchange-traded funds, and individual debt and equity securities, applying Modern Portfolio Theory and macroeconomic analysis. Hillcrest Financial Group tailors its advisory services to meet each client's specific risk tolerance, time horizon, and liquidity needs, and maintains discretionary authority over client portfolios. The firm also provides standalone financial planning and consulting covering cash flow forecasting, trust and estate planning, investment consulting, insurance planning, retirement planning, and education planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees for amounts above $3,000,000 are negotiable. Fees may be offset by amounts previously paid for standalone financial planning.