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Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
Los Altos, CA
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Bull Run Investment Management LLC
November 2024 - Present · 1 yr 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.