Christopher Borden
Christopher Borden is a registered investment advisor at Canby Financial Advisors, based in Framingham, MA, with 39 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.45% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.35% |
| $15.0M - $20.0M | 0.30% |
| $20M+ | 0.25% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range.
Fee Estimator
Location
161 Worcester Road, Suite 408, Framingham, MA, 01701
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher sells fixed insurance, dedicating about 10-20% of his time. He is also a co-owner and managing member of Canby Financial Advisors, LLC, spending nearly all of his time on this activity to facilitate securities, advisory, and insurance business.
Employment History
Current Registrations
Canby Financial Advisors
Previous Registrations
Commonwealth Financial Network
Canby Financial Advisors
Commonwealth Financial NetworkBroker
1st Global Capital CORP.Broker
New England SecuritiesBroker
New England SecuritiesBroker
New England SecuritiesBroker
Allmerica Investments, INC.Broker
440 Financial Distributors, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
First Investors CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.