Eric Runge
Eric Runge is a registered investment advisor at Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies, based in Madras, OR, with 20 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 60 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.15% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.70% |
Fees are negotiable and may be lower than shown in client agreements.
Fee Estimator
Location
83 SW "K" St., Madras, OR, 97741
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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 →Other Business Activities
Eric is a team-based model consultant through Veritas Virtual Family Office, LLC, spending about a third of his time connecting clients with experts in accounting, legal, and business planning. He also owns Veritas Bitcoin Advisory Services and assists clients with wills and trusts through Estate Guru, dedicating minimal time to each.
Employment History
Current Registrations
Veritas Bitcoin Strategies, LLC. DBA Veritas Bitcoin Strategies
Previous Registrations
Financial Advocates Investment Management
Oswego Wealth Management INC.
LPL Financial LLCBroker
Waddell & Reed
Waddell & ReedBroker
First Investors CorporationBroker
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.