Caitlin Borland
Caitlin Borland is a registered investment advisor at Aria Wealth Partners, based in Charlottesville, VA, with 12 years of industry experience. Caitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 89 clients with $110M 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Advisory Fee is negotiable.
Fee Estimator
Location
505 Faulconer Drive, Suite 2A, Charlottesville, VA, 22903
Get directionsHistory
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 ActivitiesSells Insurance
Caitlin receives additional compensation for licensed insurance and annuity sales, dedicating minimal time to this activity. She has been licensed to sell insurance since December 2021.
Employment History
Current Registrations
Aria Wealth Partners
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Clearing CORP.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.