Runde & Co. LLC is a registered investment advisor that manages investment portfolios for individuals, foundations, corporate pension plans, and other advisors. Runde & Co. LLC aims to achieve solid investment returns by building diversified portfolios of stocks. Their investment approach uses a filter to identify undervalued and overvalued stocks. Client portfolios are tailored to specific needs through asset allocation, and clients can place restrictions on certain investments.
Assets Under Management$190M
Clients47
Advisors2
Avg. per Client$4M
Avg. per Advisor$93M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $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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