Borris Nii & Company operates as a business and family wealth management office based in Beverly Hills, California, serving high-net-worth individuals and families with significant accumulated wealth. Borris Nii & Company acts primarily as an outsourced family office and trusted intermediary, coordinating third-party providers such as attorneys, accountants, and investment managers to build comprehensive wealth management strategies. Borris Nii & Company offers services including investment management, tax planning and preparation, estate planning coordination, risk management, and commercial accounting for business and entertainment interests. Borris Nii & Company emphasizes personalized, high-touch service with a dedicated team assigned to each client, utilizing asset allocation modeling and portfolio management while keeping clients in control of their assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Separate schedules apply to fixed income and cash balances ranging from 1% down to 0.375% retroactively.