Bull Run Investment Management manages investment portfolios and provides comprehensive financial planning services tailored to each client's specific goals, risk tolerance, and time horizon. The firm creates personalized investment policies and handles ongoing portfolio management using fundamental and technical analysis, investing in mutual funds, individual stocks and bonds, exchange-traded funds, real estate funds, and private placements. In addition to direct portfolio management, Bull Run Investment Management offers pension consulting for employee benefit plans, acts as a subadviser to other investment managers, and assists clients in selecting third-party investment managers. The firm operates with a focus on fiduciary duty, meaning they are legally required to act in your best interest. Founded in 2019 and based in McLean, Virginia, the firm serves individuals, high-net-worth clients, and retirement plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.5M | 0.95% |
| $2.5M+ | 0.85% |
Fees are negotiable. Other programs include Charles Schwab Separately Managed Account strategy at 0.50% annually, and pension consulting at 0.55% of plan assets.