Runnymede Capital Advisors provides investment advice, including selecting investments and advising on buying and selling securities. Basic financial planning is included with portfolio management services. Runnymede primarily advises on stocks, bonds, money market securities, exchange traded funds and mutual funds. Services are tailored to each client's unique circumstances.
Assets Under Management$140M
Clients58
Advisors1
Avg. per Client$2.4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 0.50% to 1.50% and may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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