Willow Run Advisors is a registered investment advisor based in New York City that offers personalized financial planning and investment management services. Willow Run Advisors builds tailored portfolios using model portfolios, mutual funds, exchange-traded funds, and individual securities, often delegating management to affiliated or unaffiliated sub-advisors. The firm focuses on downside risk protection and strategic asset allocation. In addition to investment management, Willow Run Advisors provides comprehensive financial planning covering retirement, education funding, budgeting, tax strategies, and insurance analysis. The firm works primarily with individuals, families, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Advisory fees are negotiated with each client and will not exceed 1.75% annually. In practice, the firm expects most clients to pay closer to 1%.