Borer Denton & Associates, Inc. is a registered investment advisor located in Blue Bell, Pennsylvania, providing continuous portfolio management services to individuals, high net worth individuals, pension and profit-sharing plans, and corporations. Founded in 2005 and led by Albert Louis Denton, the firm creates customized investment policies tailored to each client's specific goals, time horizon, risk tolerance, and liquidity needs. Portfolios are managed on either a discretionary or non-discretionary basis using fundamental, quantitative, and qualitative analysis, with a focus on long-term equity and fixed-income investments. In addition to investment management, certain personnel are separately registered as representatives of an unaffiliated broker-dealer, allowing them to offer securities transactions for commissions. The firm reviews client accounts quarterly and emphasizes personalized portfolio supervision, tax-aware strategies, and fiduciary dedication to client interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.63% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for amounts above $10,000,000 are negotiable. There is a minimum annual charge of $2,500.