Advisor at Borger Capital Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Borger Capital Management LLC
Location
Wausau, WI 54403
Credentials
Series 63, Series 65
Industry experience
2 years
Carlos Sacasa is a financial advisor at Borger Capital Management LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including LPL Enterprise, The Prudential Insurance Company of America, and Charles Schwab & Co., Inc. Outside of his advisory role, he is involved in sales of home items through eBay and collects royalties from a sole-use copyright. Borger Capital Management is a state-registered investment adviser that provides discretionary portfolio management and financial planning primarily to individual clients. The firm employs a diverse investment approach incorporating technical, fundamental, and cyclical analyses, and serves a small client base with a focus on individual, non-high-net-worth investors.
$0 - $250,000: 1.35% $250,000 - $1,000,000: 1.00% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $10,000,000: 0.65% $10,000,000+: 0.45%
$300 per hour
Minimum fee: $1,800 minimum annual fee for asset-based advisory services
1606 Meadowview Road
Wausau, WI 54403
Wisconsin
Borger Capital Management LLC
2025 - Present (1 year)
Unemployed
2025 - 2025 (1 year)
LPL Enterprise
2024 - 2025 (1 year)
The Prudential Insurance Company Of America
2024 - 2025 (1 year)
Pruco Securities Llc
2023 - 2025 (2 years)
Charles Schwab
2022 - 2023 (1 year)
American Income Life
2022 - 2022 (1 year)
Unemployed
2021 - 2022 (1 year)
Qualfon
2021 - 2021 (1 year)
Regina Monte Carmeli Co-Op
2020 - 2021 (1 year)
United Healthcare
2020 - 2021 (1 year)
Saint Scholastica Academy
2018 - 2020 (2 years)
Knights Of Columbus Insurance
2018 - 2020 (2 years)
Unemployed
2017 - 2018 (1 year)
Diocese Of Orlando
2017 - 2017 (1 year)
University Of Dallas
2016 - 2016 (1 year)
Diocese Of Fort Worth
2012 - 2016 (4 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Wausau, WI
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Series 66
Wausau, WI
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Series 63, Series 65
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Borger Capital Management LLC
Series 65
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Hoff Private Wealth
Series 65
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Hoff Private Wealth
Series 63, Series 65
Wausau, WI
Hoff Private Wealth
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