Back to top

Curtis E. Hollowell

A financial partner to business owners, entreprenuers, and high net worth families

Redmount Capital Partners LLC

Newport Beach

CA

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Estate Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Other Financial Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients
    • -Other Portfolio Management

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Redmount Capital Partners, LLC 2 years, 7 months Jan 2015 - Present
Principal Life Insurance Co 6 years, 8 months May 2008 - Jan 2015
U.S. Bancorp Investments, Inc. 2 years Apr 2006 - Apr 2008
U.S. Bank 3 years, 5 months Nov 2004 - Apr 2008

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Curtis Hollowell

    *Articles are published by advisors without compensation.

    Answers

    Ask a financial questionAsk a question
    What is an industry securities registration?
    Hello Maryanne,An industry securities registration is a license that registered representatives, brokers, and investment advisors must pass and maintain to sell, offer and advise on securities transactions. There are many different types of registration and licenses that allow these individuals and...  (more)
    Answered Mar 2015
    When comparing 401k fees for new plan, what hidden costs would be easy to miss if I didn't ask specifically about them?
    Hello Refini,You are definitely on the right path and are asking the right questions. Here are a few suggestions that might make things easier. First decide if you want to have a advisor help with the creation, ongoing maintenance, and employee education of your plan. i strongly suggest having one ...  (more)
    Answered Jul 2015
    Employee of local 90 cement mason troy, il. gets divorced when does his spouse receive half.
    Hello,Typically when getting divorced the divorce decree will state how much and if any money is to be distributed to each party. Also most pension/401k participants must file a QDRO (Qualified Domestic Relations Order) to process the splitting or distribution of any money in a retirement plan. Thi...  (more)
    Answered Mar 2015
    Trying to decide if I should keep my $150K Universal Life?
    Hello Mike,You might also consider a lapse protected UL policy which provides guaranteed coverage until a specific chosen year or age. A no lapse UL can provide you with predictable premium payments (usually fixed/level) while providing coverage for life or what ever age you choose. The lapse free ...  (more)
    Answered Aug 2015
    Should I invest in life insurance?
    Darren,Before you consider investing in life insurance there are a few factors to consider and a few questions to ask yourself. Do you have life insurance that specifically provides a benefit if you die prematurely? Are you trying to use one policy to cover both investment and protection needs? Hav...  (more)
    Answered Apr 2015
    How do I see my balance in the Wawa ESOP?
    Hello Patricia,Typically you can sign on to your account online to see the value of your ESOP. If your plan has the capability you will see the value stated there. If you do not have log in credentials please contact your HR department to obtain them. Keep in mind that ESOP's are usually valued onc...  (more)
    Answered Apr 2015
    401(k) Investments Cost basis?
    Hello Ramarao,You will not need to keep track of the cost basis for the funds inside the 401k as those are qualified funds and her basis will be deemed to be zero as she has been receiving a tax deduction for her contributions. Keep in mind that the " brokerage window" inside her 401(k) plan will...  (more)
    Answered May 2015
    To switch career at mid life, should I tap into Roth IRA or Cash Balance Benefit plan first? I will be 54 this November.
    Hello,Congrats on your new career path. i would caution you to use as little of your retirement savings as possible, but if it can not be avoided, you might be better off taking withdrawals form your ROTH IRA as the tax treatment could be more favorable.You are age under age 59 1/2., so these rule...  (more)
    Answered Aug 2015
    Am I paying my 401k financial advisor too much?
    Hello Sheila,I agree with everything that Mike has stated above but I will elaborate on my experience in dealing with plans of your size and scale. Most 401k plans under $1,000,000 in assets typically have advisor costs ranging between .25 - .75bps which are usually built into or thrown on top of ...  (more)
    Answered Apr 2015
    Do I have to leave my company 401(k)?
    Hello Steve,You are not required to take your money out of your 401k as far as the IRS or DOL is concerned. However you may check with your plan's administrator to see what your plan's governing document states, some 401(k) plans will force out you out upon your retirement, your age of 70 1/2 or ne...  (more)
    Answered Jun 2015
    15 yr Fixed v 30 yr Fixed mortgage?
    Hello Colin,Congrats on the impending home purchase. If I were in your shoes I would consider a couple of things before making my final decision. Can you afford the 15 year payment currently, if one of you lost employment, became disabled etc.? Are you positive you want to live in/own that house f...  (more)
    Answered Apr 2015
    Im just trying to find out if i have an old 401k plan with staffmark plainfield in. from 2012?
    Hello Linda,It is not recommended to post your personal info on a public forum, you are certainly putting yourself at risk. To address your question, I would contact the HR manger or plan administrator at Staffmark to see if they can point you in the right direction. Take care,...  (more)
    Answered Mar 2015
    Company just bought by xerox, any idea of 401k investment options. can change to cash option now.
    I have dealt with many clients from Xerox' s 401k plan and in reviewing their statements I have found that their fees are considerably lower than many other plans of similar size. The Xerox plan has many fund choices from Vanguard and other low cost managers which will certainly keep the amount of f...  (more)
    Answered Mar 2015
    How Do I find out if I have money an an esop?
    I agree with everything stated above but also wanted to give you more information regarding ESOP's you may not be aware of. ESOP's are tied to a company's value and are typically valued once per year. You can rollover your ESOP into an IRA or withdraw it as a distribution but you may have to wait un...  (more)
    Answered Mar 2015
    How does my 403b plan differ from the 401k I had previously?
    Here is some useful info on the difference between 401(k) and 403(b) plans. 403(b) plans may be structured two different ways; 1) Non-ERISA voluntary plans, typically used by educators and have multiple providers available for their participants, usually set up in annuities 2) ERISA 403(b) plans use...  (more)
    Answered Mar 2015
    What is the best career move to make financially? (I have 2 options)?
    Hello,I suggest choosing the startup opportunity, it will provide you great experience regardless if you succeed or fail. Experience is the most valuable commodity to have at your age and corporate jobs are always going to be around. If you are worried about the cost of grad school you could certai...  (more)
    Answered Oct 2015
    Can I select who we offer a 401(K) to based on employment class?
    Hello,You are not permitted to offer plans that provide unequal benefits to certain classes of employees. You could establish a master 401k plan for all employees and perhaps offer highly comped executives a defined benefit pension option which could be more restrictive. We work with companies just...  (more)
    Answered Aug 2017
    How do I compare our Plan's administrative fees to other plans with similar balances?
    Hello,The most effective way to achieve a true benchmark comparison is to ask your advisor to provide a full analysis of their fees as well as the fees levied by your provider. If your advisor is not doing this every few years they should be as they need to assert that their fees are reasonable. I ...  (more)
    Answered Jan 2017
      *Answers are submitted by advisors without compensation.

      Licenses & Conducts

      SEC
      U.S. Securities and Exchange Commission
      • license status
        Registered
      • disclosures
        None
      • as of date
        Apr 22, 2016
      FINRA
      FINRA
      • license status
        Not registered
      • disclosures
        None
      • as of date
        Jul 22, 2016
      Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

      Assets

      Advisor

      Last updated on Nov. 9, 2016
        • $18.2M
          Total Assets Under Management
        • $0
          Total Assets Under Advisement
        • 43
          number of clients
        • $424.2K
          Estimated Average Account Balance Per Client

      Redmount Capital Partners LLC

      Last updated on Sept. 26, 2016
        • $11.3M
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 44
          Accounts
        • $256.5K
          Estimated Average Account Balance

      Fees

      Fee Only Advisor
      $
      This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

      Types of Compensation Arrangements