Edward Borer is a CFA-designated registered investment advisor at Borer Denton & Associates, INC., based in Blue Bell, PA, with 56 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 220 clients with $400M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.63% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Location
610 Sentry Parkway, Suite 100, Blue Bell, PA, 19422
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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 Activities
Edward works for Borer Denton & Associates as an investment advisor since 2005, focusing on administration during normal business hours. He also serves as a FINRA arbitrator and panelist, working 120 hours in 2012 (approximately 10 hours per month, or a few hours per week).
Employment History
Current Registrations
Borer Denton & Associates, INC.
Previous Registrations
Henley & Company LLCBroker
Petersen Investments, INC.Broker
J.P. Mcgowan & Company IncorporatedBroker
Philadelphia Corporation for Investment ServicesBroker
Philadelphia Corporation for Investment ServicesBroker
Hopper Soliday & CO., INC.Broker
State Registrations1 state
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