Borris Nii & Company
Assets Under Management
$39.1M
Number of Clients
36
Number of Advisors
2
Avg. Portfolio per Client
$1.1M
Avg. Managed per Advisor
$19.5M
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
Fee Structure
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
Areas of Practice
Location
8383 Wilshire Boulevard, Suite 702, Beverly Hills, CA, 90211