KR
KR

Kevin Runde

33 Years of Experience
Seattle, WA

Kevin Runde is a registered investment advisor at Runde & CO. LLC, based in Seattle, WA, with 33 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 47 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
47 clients
Average Client Portfolio
$4.0M average
Assets Under Management
$185.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10014th Avenue, Suite3200, Seattle, WA, 98154

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kevin owns and operates R B Hooper & Co Incorporated, an investment management company, in addition to Runde & Co. Incorporated. He serves as the Vice President of R B Hooper & Co Incorporated, and the businesses are run concurrently.

Employment History
Current Registrations
Runde & CO. LLC
March 1993 - Present · 33 yrs 2 mos
Previous Registrations
Hooper R B & CO INC
February 1996 - June 2005 · 9 yrs 4 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.