Hillcrest Wealth Advisors - NY, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$388,239,923
Clients
62
Advisors
1
of 2 employees
About
Hillcrest Wealth Advisors - NY, LLC provides discretionary investment management, financial planning, and portfolio reporting and monitoring to individuals, high‑net‑worth clients, corporate executives and certain institutional clients such as endowments and trusts. The firm also advises on IRA rollovers and offers held‑away investment consultation for assets not custodied with the firm.
The firm implements individualized Investment Policy Statements and generally manages accounts on a discretionary basis, using a diversified core built around index ETFs for large‑cap exposure and supplemented by active mutual funds, separate account managers, and bond strategies that can include laddered portfolios or institutional managers. Portfolios commonly include a satellite ETF sleeve (typically limited to around 10% per sector), and the firm uses the Charles Schwab institutional platform for custody, execution, and reporting, with semi‑annual summary reports provided and more frequent reporting available on request.
What is distinctive about the firm is its solo‑practitioner structure combined with a relatively large asset base for a one‑advisor operation—managing roughly $390.7 million in discretionary assets while also reporting additional assets under advisement—which places it in an uncommon assets‑per‑advisor category among peers. The firm’s operational disclosures also note practices that differ from many peers, including a policy of not aggregating client trades and regular use of third‑party separate managers alongside its core passive strategy.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally ranging from $7,500 to $10,000 annually, possibly under $7,500 in special circumstances
$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
Account minimum: $2,000,000 (may be waived for family members and other extenuating circumstances)
Main office
101 Crawfords Corner Road, Suite 4116
Holmdel NJ 07733
Advisors at this office
1
Most active in
Florida · New Hampshire · New Jersey · New York · Texas
Also doing business as
Eisner Retirement Solutions LLC · Eisner Wealth Planning LLC · Eisneramper Wealth Advisors LLC · Eisneramper Wealth Advisors, LLC · Eisneramper Wealth Planning LLC · Hillcrest Wealth Advisors Ny, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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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