von Borstel & Associates provides financial planning and investment management services. Financial planning includes evaluating a client's current financial state and helping them reach their goals through projections and analysis. Investment management involves creating and managing a portfolio based on the client's objectives, time horizon, risk tolerance, and liquidity needs. They primarily use stocks, bonds, mutual funds, and exchange-traded funds.
Assets Under Management$580M
Clients496
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.97% |
| $1.0M - $4.0M | 0.83% |
| $4.0M - $7.0M | 0.35% |
| $7M+ | 0.28% |
Fees may be negotiable for clients utilizing special programs.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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