TG
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Todd Glime
21 Years of Experience
Appleton, WI
1 Disclosure
Todd Glime is a registered investment advisor at Borger Capital Management LLC, based in Appleton, WI, with 21 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 26 clients with $4.5M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
26 clients
Average Client Portfolio
$171K average
Assets Under Management
$4.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$1,800
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Fees are negotiable at the firm's discretion based on account size, complexity, and scope of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Appleton, WI
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2007Closed-No Action
Employment History
Current Registrations
Borger Capital Management LLC
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
Sequent Planning, LLC
September 2018 - February 2024 · 5 yrs 5 mos
MML Investors Services, LLC
January 2005 - September 2016 · 11 yrs 8 mos
State Registrations1 state
WI
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.
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