Robert Nii is a PFS-designated registered investment advisor at Borris Nii & Company, based in Beverly Hills, CA, with 19 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Athletes & Entertainers, Business Owners, Corporate Executives, Education Planning, and 6 more. Their firm serves 31 clients with $41M 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% |
Separate schedules apply to fixed income and cash balances ranging from 1% down to 0.375% retroactively.
Fee Estimator
Location
8530 Wilshire Blvd., Suite 200, Beverly Hills, CA, 90211-3113
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Robert is a registered representative with Greenbrier Diversified, Inc. since 2007, a securities broker-dealer, and buys/sells 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.
Exams
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