Hillcrest Wealth Advisors - NY, LLC (HCWA) offers investment advice and manages client portfolios based on their individual financial situations and goals. HCWA uses Charles Schwab for investment management and custodial services, recommending investments like mutual funds and ETFs. HCWA also provides financial planning services, including insurance and estate planning, on a fixed or hourly fee basis. Clients are not obligated to implement recommendations through HCWA.
Assets Under Management$390M
Clients65
Advisors1
Avg. per Client$6M
Avg. per Advisor$390M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $9.0M | 0.80% |
| $9.0M - $15.0M | 0.60% |
| $15M+ | 0.60% |
Fees negotiable above $15,000,000. HCWA also offers investment consultation for assets held elsewhere and laddered bond portfolios, both with different fee schedules.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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