CB
CB
Curtis Borden
1 Year of Experience
Bellefonte, PA
1 Disclosure
Curtis Borden is a registered investment advisor at Borden Portfolio Management, based in Bellefonte, PA, with 1 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $4.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$589K average
Assets Under Management
$4.7M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.15% |
| $50K - $100K | 1.10% |
| $100K - $150K | 1.08% |
| $150K - $250K | 1.06% |
| $250K - $500K | 1.04% |
| $500K - $750K | 1.02% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Bellefonte, PA
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2025Final
Employment History
Current Registrations
Borden Portfolio Management
November 2025 - Present · 6 mos
Previous Registrations
Northeast Securities, INC.Broker
May 1998 - November 1999 · 1 yr 6 mos
State Registrations1 state
PA
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.