Paul Borges is a CFA, CFP-designated registered investment advisor at Borges Financial, based in Brookfield, WI, with 8 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 34 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Borges Financial offers ongoing financial planning for an upfront charge of $1,000, plus a monthly fee ranging from $200 to $1,000 (or $2,400 to $12,000 annually). This fee may be negotiable. The upfront fee covers onboarding and data gathering. The service can be terminated with 10 days' notice, and any unearned fees will be refunded.
Borges Financial offers one-time financial planning services for a fixed fee ranging from $2,500 to $8,500, depending on the complexity of the plan. The fee is negotiable. Half of the fee is due at the beginning of the process, and the remainder is due upon completion.
Contact
Paul Borges
Location
Brookfield, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Borges Financial
Previous Registrations
Contra Investments LLC
Origin Financial
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
Edward Jones
State Registrations2 states
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.