Myron Borth
Myron Borth is a registered investment advisor at Brown Financial Advisors, LLC, based in Milford, OH, with 14 years of industry experience. Myron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 613 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
Fees vary by portfolio strategy chosen, ranging from 1.00% to 1.55% total annual fee (comprising manager fee and Brown Financial Advisors fee). Client Directed Accounts charge a flat $300 annual fee. Fees are negotiable and assessed quarterly in arrears, plus a $15 quarterly technology service fee per account.
Fee Estimator
Location
964 State Route 28, Milford, OH, 45150
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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 ActivitiesSells Insurance
Myron is a Vice President, insurance agent, and tax preparer at Brown Insurance & Tax Advisors, dedicating over half his time to this role. He also works as a loan officer for Gradient Home Mortgage, LLC, spending about a quarter of his time there.
Employment History
Current Registrations
Brown Financial Advisors, LLC
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.
Exams
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