Runnymede Capital Management INC

Assets Under Management

$95.2M

Number of Clients

78

Number of Advisors

3

Avg. Portfolio per Client

$1.2M

Avg. Managed per Advisor

$31.7M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Runnymede Capital Management offers investment management on a fee-only basis, where fees are a percentage of assets managed. They allocate investments among stocks, bonds, and ETFs based on client objectives. Runnymede also provides retirement plan consulting and, in limited cases, standalone financial planning services for a separate fee. They may recommend other professionals like attorneys or accountants, but clients make all final decisions.

Fee Structure

Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are negotiable and may vary based on the market value of assets, complexity, and scope of services. A minimum annual fee of $2,500 and/or a minimum asset level of $750,000 is generally required.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance Planning
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Location

DE, United States

3 Advisors at this firm