Healthpointcapital Management, LLC

CRD#309041
Investment Advisor Firm

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Learn more about Healthpointcapital Management, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • Office Locations

    • Overview

    Healthpointcapital Management, LLC is an advisory firm based in San Diego, California. Healthpointcapital Management, LLC manages $139.8 million in assets across two client accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). Healthpointcapital Management, LLC has a small group, including 4 financial advisors. Healthpointcapital Management, LLC does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as equities, bonds and options.

    Healthpointcapital Management, LLC oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell choices for the client's account without requiring the customer's consent. The advisory firm's average account size is $69.9 million. The average financial advisor at Healthpointcapital Management, LLC manages fewer than one client account, placing it among the most individualized advisor firms in the country.

    The firm's central office is at 9920 Pacific Heights Blvd., San Diego, California 92121.

    Assets Under Management

    $139.8 million

    Number of Advisors

    4

    Disclosures

    No

    Office Location

    9920 Pacific Heights Blvd.
    San Diego, CA 92121

    Healthpointcapital Management, LLC by the Numbers

    Total Assets Under Management

    $139.8 million

    National Average: $8.6 billion
    Total Number of Employees

    5

    National Average: 64
    Total Number of Accounts

    2

    National Average: 375,227
    Average Account Size

    $69.9 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors typically vary depending on the financial services provided. However, fees charged by the company likely include the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Healthpointcapital Management, LLC.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    Healthpointcapital Management, LLC caters to pooled investment vehicles. Out of its two customers, Healthpointcapital Management, LLC's largest client type by number of accounts is pooled investment vehicles. None of its customers are represented by people from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Healthpointcapital Management, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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