Borrero Investment Management (BIM) offers investment advisory services to individuals and high-net-worth individuals. BIM provides ongoing portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. BIM generally limits its investment advice to mutual funds, equities, fixed income securities, ETFs, commodities, non-U.S. securities, and hedge funds. BIM accepts and enters trades on both a discretionary and a non-discretionary basis.
Assets Under Management$33M
Clients32
Advisors1
Avg. per Client$1M
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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