Michael Schulman is a CFA-designated registered investment advisor at Running Point Capital Advisors LLC, based in El Segundo, CA, with 19 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 163 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100M+ | 0.45% |
Additional fees apply for custom fixed income management (0.10% to 0.50%). Fees may be negotiable.
Fee Estimator
Location
101 North Pacific Coast Highway, Suite 305, El Segundo, CA, 90245
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Cerity Partners LLC
Running Point Capital Advisors LLC
Previous Registrations
Hollencrest Capital Management
Double Eagle Partners
Hollencrest Capital Management, LLCBroker
State Registrations1 state
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