Hollencrest Capital Management (HCM) provides wealth management and investment advice. HCM offers services like risk assessment, portfolio design, and strategic planning. HCM manages client portfolios, typically on a discretionary basis, using traditional securities, mutual funds, and alternative investments. HCM also offers consulting services, including investment policy development and asset allocation studies. HCM provides non-investment related business owner advisory services.
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.