Howard Borris
Howard Borris is a ChFC-designated registered investment advisor at Borris Nii & Company, based in Beverly Hills, CA, with 39 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 36 clients with $39M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Schedule is for equities. For fixed income and cash balances: 1% on assets from $1 million to $2.5 million, 0.75% on assets from $2.5 million to $5 million, 0.50% on assets from $5 million to $10 million, 0.375% on assets from $10 million to $20 million. All rates are retroactive to dollar one.
Fee Estimator
Location
8530 Wilshire Blvd., Suite 200, Beverly Hills, CA, 90211-3113
Get directionsHistory
Regulatory History (1)
Regulatory
January 1994Other Business Activities
Howard is a registered representative with Greenbrier Diversified, Inc. since 1986, acting as a securities broker-dealer representative to buy and sell securities.
Employment History
Current Registrations
Borris Nii & Company
Greenbrier Diversified, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.