| 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
Get directionsZachary is a sales associate at Hollencrest Insurance Services, Inc. since 2011, selling various insurance products as needed by clients, dedicating a few hours per week.