Run Free Capital offers financial planning and investment management services to individuals. Financial planning covers retirement income, risk management, tax strategies, and investment strategies. Investment management includes strategy selection, asset allocation, risk analysis, and portfolio monitoring. Run Free Capital requires clients to use Schwab as their custodian.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K+ | 0.50% |
Fees may be negotiable depending on the client's needs and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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