Assets Under Management
$2.7B
Number of Clients
489
Number of Advisors
15
Average Client AUM
$5.5M
AUM per Advisor
$177.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Hollencrest Capital Management provides wealth management, consulting, and business owner advisory services. They manage client portfolios, offer strategic planning, and provide non-investment related services to ultra-high net worth families. They also serve as an investment adviser to privately offered pooled investment vehicles.
| Assets Under Management | 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, to be typically applied to new Client relationships. Fees are negotiable.
100 Bayview Circle, Suite 500, Newport Beach, CA, 92660-8903