Anthony B Fullerton

Bull Run Investment Management LLC

10 Years of Experience

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Firm Information

Bull Run Investment Management LLC

Compensation

Fee-Only (AUM)

Number of Advisors

3 advisors

Number of Clients

75 clients

Average Client Portfolio

$511K average

Assets Under Management

$38.3M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

You'll pay an annual fee based on your portfolio size (see rates in table). These fees are negotiable. Financial planning services are provided at no additional fee. The firm may receive compensation from third-party advisers to which it directs clients. Clients are responsible for paying all third-party fees, such as custodian and brokerage fees.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

6731 Whittier Avenue, Suite #200, Mclean, VA, 22101

Get directions

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.