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Michael Borgen

18 Years of Experience
Redmond, WA

Michael Borgen is a registered investment advisor at Sapphire Star Capital LLC, based in Redmond, WA, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$143.7M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

23515 NE Novelty Hill Road Suite B 221 #338, Redmond, WA, 98053

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History

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.

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Employment History
Current Registrations
Sapphire Star Capital LLC
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Navellier & Associates INC
February 2007 - November 2014 · 7 yrs 9 mos
State Registrations1 state
WA
Advisor

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.

Exams
No exam information available for this advisor.
Michael Borgen - Financial Advisor | TrueAdvisor