Borger Capital Management offers investment advice, asset and portfolio management, ongoing financial planning, and one-time consulting engagements. Financial planning may include financial analysis, cash flow projections, retirement planning, and insurance planning recommendations. Insurance recommendations are incidental to advisory services, and clients are not required to implement them through Borger Capital Management.
Assets Under Management$4.5M
Clients26
Advisors3
Avg. per Client$170K
Avg. per Advisor$1.5M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,800
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% |
Related accounts may be aggregated for fee calculation. Fee adjustments may be made for significant withdrawals.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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