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
4 years
Ludger Borger is a financial advisor at Borger Capital Management LLC with Series 63 and Series 65 credentials and four years of industry experience. He has held roles at Borger International Consulting Group, Borger Capital Group LLC, and New York Life Insurance Company. Outside of advising, he is involved in insurance sales, precious metals sales and consulting, and real estate consulting. Borger Capital Management is a state-registered investment adviser serving primarily individual clients through discretionary portfolio management and financial planning. The firm employs a combination of technical, fundamental, and cyclical analyses and offers a range of investment strategies, focusing on a small client base rather than high-net-worth households.
$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 International Consulting Group
2020 - Present (6 years)
Borger Capital Group LLC
2020 - Present (6 years)
NYLIFE Securities LLC
2019 - 2020 (1 year)
New York Life Insurance Company Inc
2019 - 2020 (1 year)
Knights of Columbus
2017 - 2019 (2 years)
Borger Intl. Consulting Group
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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
MyFamilyCFO, Inc.
Series 66
Wausau, WI
Point Wealth, LLC
Series 63, Series 65
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Borger Capital Management LLC
Series 65
Wausau, WI
Hoff Private Wealth
Series 65
Wausau, WI
Hoff Private Wealth
Series 63, Series 65
Wausau, WI
Hoff Private Wealth
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