Bull Run Investment Management LLC
Assets Under Management
$38.3M
Number of Clients
75
Number of Advisors
3
Average Client AUM
$511K
AUM per Advisor
$12.8M
Compensation
Fee-Only (AUM)
About This Firm
Bull Run Investment Management LLC offers portfolio management services tailored to individual client goals and risk tolerance. They also provide financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. The firm may act as a sub-adviser to other advisers and may direct clients to third-party investment advisers, receiving a fee share. They also offer pension consulting services.
Fee Structure
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
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
Location
6731 Whittier Avenue, Suite #200, Mclean, VA, 22101