Runnymede Capital Management offers investment advisory services where they manage your investments based on your goals. They primarily invest in individual stocks, bonds, and exchange-traded funds. They also offer retirement plan consulting services to businesses and financial planning on a standalone basis. Runnymede may recommend other professionals like attorneys or accountants, but you're not obligated to use them.
Assets Under Management$95M
Clients78
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The Registrant generally requires a minimum annual fee of $2,500 and/or a minimum asset level of $750,000 for investment advisory services. The Registrant, in its sole discretion, may waive or reduce its minimum annual fee or minimum asset level requirements based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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