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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
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
Areas of Practice
Location
DE, United States