Ludger Borger
Ludger Borger is a registered investment advisor at Borger Capital Management LLC, based in Wausau, WI, with 4 years of industry experience. Ludger operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 26 clients with $4.5M 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 $250K | 1.35% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Related accounts may be aggregated for fee calculation. Fee adjustments may be made for significant withdrawals.
Fee Estimator
Location
1606 Meadowview Road, Wausau, WI, 54403
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
Ludger is involved in insurance sales, precious metals sales and consulting, and real estate consulting. The filing does not specify the time commitment for each activity.
Employment History
Current Registrations
Borger Capital Management LLC
Previous Registrations
Nylife Securities LLCBroker
Midwest Guardian International CORP.
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.