Borges Financial offers financial planning services covering retirement, investments, risk management, college savings, cash flow, debt management, cross-border issues, work benefits, and estate planning. They provide hourly, project-based, and ongoing planning options. Borges Financial also offers investment consulting services to other financial advisors, assisting with research, portfolio analytics, and investment process development. Borges Financial does not manage client assets.
Fee Structure
Borges Financial offers ongoing financial planning for an upfront charge of $1,000, plus a monthly fee ranging from $200 to $1,000 (or $2,400 to $12,000 annually). This fee may be negotiable. The upfront fee covers onboarding and data gathering. The service can be terminated with 10 days' notice, and any unearned fees will be refunded.
Borges Financial offers one-time financial planning services for a fixed fee ranging from $2,500 to $8,500, depending on the complexity of the plan. The fee is negotiable. Half of the fee is due at the beginning of the process, and the remainder is due upon completion.