Bull Run Investment Management (BRIM) provides ongoing portfolio management based on individual client goals and risk tolerance. BRIM also offers financial planning covering investments, insurance, taxes, retirement, and college savings. BRIM may act as a subadvisor to other advisors and offers pension consulting services to employee benefit plans. BRIM generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, ETFs and private placements.
Assets Under Management$57M
Clients103
Advisors1
Avg. per Client$560K
Avg. per Advisor$57M
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Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
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Estimated Annual Fee
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