Assets Under Management
$38.3M
Number of Clients
75
Number of Advisors
3
Average Client AUM
$511K
AUM per Advisor
$12.8M
Compensation
Fee-Only (AUM)
Bull Run Investment Management LLC provides portfolio management services tailored to individual client goals and risk tolerance. They also offer financial planning covering investment, insurance, tax, retirement, college, and debt/credit planning. They may act as a sub-adviser to other advisers and direct clients to third-party investment advisers.
| Assets Under Management | 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.
6731 Whittier Avenue, Suite #200, Mclean, VA, 22101