Caitlin Borton
Caitlin Borton is a registered investment advisor at Gasaway Investment Advisors, INC., based in Kalamazoo, MI, with 13 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 429 clients with $160M 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 $50K | 1.75% |
| $50K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Location
7110 Stadium Drive, Kalamazoo, MI, 49009
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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 →Employment History
Current Registrations
Gasaway Investment Advisors, INC.
Previous Registrations
Ameriprise Financial Services, LLCBroker
LPL Financial LLCBroker
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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