Sand Run Wealth Management is an independent registered investment advisor founded in 2026 and located in Akron, Ohio. The firm is owned and led by Alec Derrig, who serves as the sole advisor. Sand Run Wealth Management offers two primary services: ongoing investment management and comprehensive financial planning. The investment management service builds personalized portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds tailored to each client's specific goals, risk tolerance, and time horizon. The financial planning service addresses broader life and business financial needs, including retirement projections, tax-aware strategies, education funding, insurance analysis, and estate planning coordination. The firm takes a long-term, goals-based approach to investing, focusing on fundamental analysis and disciplined portfolio construction. Sand Run Wealth Management primarily serves individuals, families, professionals, executives, retirees, and business owners.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fees may be negotiated below the standard 1.00% annual fee in certain circumstances.