Caitlin Borton is a registered investment advisor at Gasaway Investment Advisors, INC., based in Kalamazoo, MI, with 13 years of industry experience. Caitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 446 clients with $170M 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 $50K | 1.75% |
| $50K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The 1.75% rate applies only to accounts with an aggregated balance below $50,000. Fees may be negotiable.
Fee Estimator
Location
7110 Stadium Drive, Kalamazoo, MI, 49009
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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 →Employment History
Current Registrations
Gasaway Investment Advisors, INC.
Previous Registrations
Ameriprise Financial Services, LLCBroker
LPL Financial LLCBroker
Transamerica Financial Advisors, INCBroker
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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