Borger Capital Management provides personalized investment management and financial planning services to individuals, high-net-worth individuals, families, and small business owners. Borger Capital Management builds custom investment strategies based on each client's goals, risk tolerance, and time horizon. A distinctive feature of Borger Capital Management's approach is its frequent use of a high concentration in precious metals sectors, such as mining companies and bullion trusts, which departs from broad market diversification. In addition to portfolio management, the firm offers financial planning, retirement planning, insurance planning, and cash flow analysis. Borger Capital Management operates primarily on a discretionary basis, allowing the team to make investment decisions on behalf of clients, but also offers non-discretionary services. Representatives of Borger Capital Management may also recommend insurance products and precious metals through affiliated entities, earning separate commissions or compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $10.0M | 0.65% |
| $10M+ | 0.45% |
Fees are negotiable at the firm's discretion based on account size, complexity, and scope of services.