Jeffrey Broders is a registered investment advisor at Running Oak Capital LLC, based in Edina, MN, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,035 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
4519 W 56th St, Edina, MN, 55424
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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
Running Oak Capital LLC
Previous Registrations
Principal Global Investors, LLC
Principal Funds Distributor, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations1 state
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.