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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable at the firm's discretion. Minimum account size is $1,000,000, subject to the firm's discretion.