John Delaney is a CFA-designated registered investment advisor at Birch Run Investments, LLC, based in Exton, PA, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 42 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Birch Run Investments charges a percentage of your portfolio value each quarter for investment management. The specific percentage depends on the investment strategy and the amount you invest. Fees are negotiable for amounts over $50,000,000. There is a $5,000 minimum annual fee for all strategies.
Here are some example rates:
- Core Fixed Income: Up to $25M: 0.35%
- Intermediate Fixed Income: Up to $25M: 0.30%
- Short Term Fixed Income Plus: Up to $25M: 0.50%
- Balanced: Up to $25M: 0.40%
Location
211 Welsh Pool Road, Suite 234, Exton, PA, 19341
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Birch Run Investments, LLC
Previous Registrations
The Swarthmore Group, INC.
State Registrations1 state
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