Borden Portfolio Management (BPM) is a registered investment advisor specializing in creating and managing balanced investment portfolios. As a client of BPM, you'll receive portfolio design based on your investment goals and income needs, daily monitoring and management of your investments, comprehensive reporting on investment performance and capital gains taxes, and unbiased advice.
Assets Under Management$4.7M
Clients8
Advisors1
Avg. per Client$590K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.15% |
| $50K - $100K | 1.10% |
| $100K - $150K | 1.08% |
| $150K - $250K | 1.06% |
| $250K - $500K | 1.04% |
| $500K - $750K | 1.02% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for amounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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