How does the advisor help clients – Key Takeaways:
Borrero Investment Management, LLC is a highly experienced and knowledgeable financial expert that provides a wide range of financial services to clients. With extensive experience in the industry, the firm offers personalized and strategic financial solutions to help clients achieve their financial goals.
Through their dedicated team of advisors, Borrero Investment Management, LLC offers clients valuable insights and expertise in managing their finances. The firm takes a comprehensive approach to financial planning that covers all aspects of wealth management, including investment management, retirement planning, and estate planning.
Facts and Insights
Borrero Investment Management, LLC was founded in 2007 by John Borrero, a seasoned financial advisor with over 20 years of experience in the industry. With a deep understanding of the financial market, Borrero and his team offer valuable insights and advice to help clients navigate the ever-changing landscape of investments and personal finance.
The firm takes a client-centered approach, where every financial plan is tailored to meet the unique needs and goals of each client. This allows the team to provide personalized recommendations and strategies that align with the client’s risk tolerance, investment goals, and financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 13 years |
Financial Services Offered
Borrero Investment Management, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and insurance and risk management. The firm also provides financial education and guidance to help clients make informed decisions about their money.
Client Types
The firm primarily works with high-net-worth individuals, retirees, and small business owners. However, their services are suitable for anyone seeking professional financial advice and guidance to better manage their finances.
Fees & Compensation
Borrero Investment Management, LLC charges a percentage of assets under management as their primary fee structure. The fee varies depending on the size of the client’s portfolio and the complexity of their financial situation. The firm also offers hourly and fixed fees for specific financial services, upon request.
Background
The founder and CEO of Borrero Investment Management, LLC, John Borrero, is a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Finance from a top university and has completed several professional development programs to enhance his skills and knowledge in the field.
The team at Borrero Investment Management, LLC comprises highly qualified and experienced financial advisors with a diverse range of expertise. They are committed to providing exceptional service and delivering positive results for their clients.
Financial Advisor Disclosures to Know
Borrero Investment Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to act in the best interests of their clients at all times and disclose any potential conflicts of interest.
Borrero Investment Management, LLC has a clean record, with no reported disciplinary actions or regulatory sanctions. The firm prides itself on maintaining a high ethical standard and providing transparent and honest communication with their clients.