BORRIS NII & COMPANY
BORRIS NII & COMPANY is a financial institution that has been providing expert financial guidance to clients for over 20 years. Their team of experienced advisors has a deep understanding of the financial market and a strong track record of helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
BORRIS NII & COMPANY offers a variety of financial services to help clients achieve their financial goals. Their team of advisors assist clients in developing personalized financial plans based on their individual needs and risk tolerance. They also provide regular portfolio reviews and offer ongoing guidance to help clients stay on track towards their goals.
Facts and Insights
To provide transparency and give clients a better understanding of the company, the tables below display essential information about BORRIS NII & COMPANY, including their assets under management, number of advisors, and years in business.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
BORRIS NII & COMPANY takes great pride in their wealth of experience and expertise, as well as their strong financial track record, which is evident in their impressive assets under management and long tenure in the industry. This success is a testament to their commitment to delivering quality services to their clients.
Financial Services Offered
BORRIS NII & COMPANY offers a wide range of financial services to meet the diverse needs of their clients. Some of these services include:
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
By providing a comprehensive suite of services, BORRIS NII & COMPANY is able to provide holistic financial planning solutions to their clients.
Client Types
BORRIS NII & COMPANY serves a diverse range of clients, including individuals, families, and business owners. They understand that each client has unique financial goals and needs, and they tailor their services accordingly to ensure each client receives the personalized attention they deserve.
Fees & Compensation
BORRIS NII & COMPANY is committed to transparency when it comes to their fees and compensation. They offer fee-based services, meaning they charge a percentage of the client’s assets under management as their fee. This structure aligns their interests with those of their clients, as their compensation is directly tied to the performance of the client’s investments.
Background
BORRIS NII & COMPANY was founded by financial expert, Borris Nii, over 20 years ago. With a strong background in financial planning and wealth management, Borris Nii has built a reputable and successful firm that is dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
BORRIS NII & COMPANY is a fiduciary, meaning they are legally obligated to act in the best interests of their clients. As a fiduciary, they are held to the highest standard of care and must always prioritize the client’s needs above their own. They also have a clean regulatory record with no disciplinary actions reported.
In conclusion, BORRIS NII & COMPANY is a highly reputable and experienced financial institution that puts their clients’ interests first. With a team of knowledgeable advisors and a wide range of services, they are well-equipped to guide clients towards financial success.