Running Point Capital Advisors manages investments based on individual client needs, creating personalized investment programs. They offer financial planning services, providing clients with detailed plans to achieve their financial goals. Running Point also manages retirement plan participant accounts through third-party platforms. They may recommend third-party sub-advisers and offer private placement life insurance and variable annuities to qualified clients.
Assets Under Management$660M
Clients163
Advisors5
Avg. per Client$4M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$5M
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...