Healthpointcapital Management, LLC
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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
Number of Advisors
Disclosures
Office Location
Healthpointcapital Management, LLC by the Numbers

$139.8 million

5

2

$69.9 million
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
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
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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