Hillcrest Wealth Advisors - NY, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$388,239,923
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
62
90% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
62
TypicalAverage account size
$6,261,934
About
Hillcrest Wealth Advisors - NY, LLC provides discretionary investment management, financial planning, portfolio reporting, and performance monitoring to individuals, high‑net‑worth clients, executives and employees, as well as endowments and trusts. The firm also assists clients with retirement account rollover analysis and delivers semi‑annual (or on‑demand) portfolio summary reports.
The firm typically implements client Investment Policy Statements and manages accounts on a discretionary basis using a mix of ETFs, mutual funds and third‑party separate account managers, with core index ETF exposures for large‑cap equities and satellite sector ETF allocations (generally up to 10%) to seek incremental returns. Fixed‑income implementation can include mutual funds, laddered bond portfolios, or institutional bond managers, and investment custody and execution are routed through Charles Schwab’s institutional platform.
Hillcrest reports approximately $390.7 million in discretionary regulatory assets under management and a materially larger advisory footprint in assets‑under‑advisement, an AUM‑per‑advisor level that is uncommon among similar supported firms. The brochure also discloses a few operational distinctions versus many peers — for example, the firm does not aggregate multiple client trades into batched orders and it does not receive soft‑dollar benefits — which can affect trade execution and the sources of research and service the adviser uses.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Wealth management
Passive / index investing
Occupation focus
Executive
Founder/Business Owner
Fee options
Financial planning fixed fee generally ranging from $7,500 to $10,000 annually (negotiable)
$0 - $3,000,000: 1.00% annually $3,000,001 - $9,000,000: 0.80% annually $9,000,001 - $15,000,000: 0.60% annually Above $15,000,000+: Negotiable
$500-$600 per hour for special projects and financial planning
Account minimum: $2,000,000 (may be waived for family members and other extenuating circumstances) Fee-only: Financial planning: $500-$600 per hour; Fixed fee generally ranging from $7,500 to $10,000 annually (negotiable)
Main office location
Hillcrest Wealth Advisors - NY, LLC
100 Village Court, Suite 202
Hazlet NJ 07730, United States
Number of offices
1
Most active in
Hillcrest Wealth Advisors - NY, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · New Hampshire · New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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