Borland Marker provides financial planning, consulting, and investment management services to individuals, trusts, estates, corporations, and other business entities. Financial planning covers business planning, cash flow forecasting, trust and estate planning, insurance, retirement, income/expense projections, tax analysis, and education planning. Investment management includes discretionary or non-discretionary management of investment portfolios, primarily allocating assets among mutual funds, exchange-traded funds, individual debt and equity securities, and certificates of deposit.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The asset-based management fee varies between 0.50% and 1.50%, depending upon the size and composition of a client’s portfolio, the type and amount of services rendered and the individual(s) providing the services.