Borris Nii & Company (BNCO) provides wealth management and investment advice to individuals, families, pension plans, trusts, estates, and businesses. BNCO helps clients with investment portfolios, tax and estate planning, philanthropy, and risk management. BNCO also offers consulting services related to wealth management and planning. BNCO does not recommend individual securities or engage in conventional financial planning.
Assets Under Management$39M
Clients36
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Schedule is for equities. For fixed income and cash balances: 1% on assets from $1 million to $2.5 million, 0.75% on assets from $2.5 million to $5 million, 0.50% on assets from $5 million to $10 million, 0.375% on assets from $10 million to $20 million. All rates are retroactive to dollar one.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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