Borer Denton & Associates (BDA) offers continuous investment management based on your individual needs. BDA works with you to establish your personal investment policy, considering your goals, time horizon, risk tolerance, and liquidity needs. BDA manages accounts on a discretionary or non-discretionary basis, reviewing portfolios quarterly.
Assets Under Management$400M
Clients220
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$200M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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