Running Oak Capital, LLC (ROCL) offers investment advisory services through separately managed accounts, as a sub-advisor to third-party wrap programs, and unified managed accounts. ROCL also serves as the investment advisor to the Running Oak Efficient Growth ETF. ROCL generally limits its investment advice to equities, but may use other securities to help diversify a portfolio. ROCL generally does not tailor its investment advisory services to individual client needs, but clients may request particular investment restrictions.
Assets Under Management$870M
Clients1,035
Advisors4
Avg. per Client$850K
Avg. per Advisor$220M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and discounted fees are offered to institutional investors and investment advisory firms.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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