Jeffrey Borman is a registered investment advisor at Vandalia Wealth, based in Charleston, WV, with 14 years of industry experience. Jeffrey 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 469 clients with $250M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor. Wealth management may alternatively be charged as a fixed engagement fee ranging from $5,000 to $50,000.
Fee Estimator
Location
500 Corporate Landing, Suite 201, Charleston, WV, 25301
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 →Employment History
Current Registrations
Vandalia Wealth
Axxcess Wealth Management, LLC
Previous Registrations
Loc Investment Advisers
Wells Fargo Advisors, LLC
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
More Advisors
- Kathryn LesterVandalia Wealth
- John JonesVandalia Wealth
- Caleb Casto, CFPVandalia Wealth
- Bradley Foster, CFANtv Asset Management, LLC
- Christopher Heller, CFPMorgan Stanley
- Charles Vallandingham, CFPAmeriprise Financial Services, LLC