Broad Run Investment Management, LLC

Fee-Only (% of Portfolio)

Broad Run Investment Management provides investment management services, primarily investing in domestic equities. They use fundamental research and a long-term approach, managing client accounts through Focus Equity and Select Equity strategies. The Focus Equity Strategy holds approximately 20 securities, while the Select Equity Strategy holds approximately 10. Broad Run does not offer financial planning services.

Assets Under Management$810M
Clients168
Advisors5
Avg. per Client$4.8M
Avg. per Advisor$160M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5M+0.85%

Fees are negotiable at the firm's discretion. Minimum account size is $1,000,000, subject to the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

5 Advisors at this firm