Overview

Headquarters
Thousand Oaks, CA
Total Firm Assets
$568 million
Average High-Net-Worth Client Portfolio Size
$3.3 million

Fee Disclosure

Source: DISCLOSURE BROCHURE FOR HILLCREST FINANCIAL GROUP (2026-04-08) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $3,000,000 1.00%
$3,000,001 and above Negotiable
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million Negotiable Negotiable
$10 million Negotiable Negotiable
$50 million Negotiable Negotiable
$100 million Negotiable Negotiable

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
84.00%
Number of High-Net-Worth Clients
146
Total Client Accounts
1,100
Discretionary Accounts
1,100

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
317862
  • DISCLOSURE BROCHURE FOR HILLCREST FINANCIAL GROUP (2026-04-08) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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