Advisor at Columbia Management Investment Advisers, 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
Columbia Management Investment Advisers, LLC
Location
Westfield, NJ
Credentials
CFA®, Series 63
Industry experience
21 years
William Borders is a CFA® charterholder with 21 years of industry experience. He is currently with Columbia Management Investment Advisers, LLC and has been associated with Columbia Management Investment Distributors Inc since 2015. Columbia Management Investment Advisers, LLC is a large institutional investment manager that serves pooled vehicles and institutional clients, managing approximately $457.4 billion in discretionary assets. The firm offers portfolio management across mutual funds, ETFs, private funds, and collective trust vehicles, employing a combination of fundamental and quantitative analysis to implement a range of investment strategies.
Based on Columbia Management Investment Advisers, LLC
Based on Columbia Management Investment Advisers, LLC
Based on Columbia Management Investment Advisers, LLC
$0 - $25 million: varies by strategy; e.g., 0.65% for some US Large Cap equity strategies $25 million - $50 million: tiered lower rates; e.g., 0.50% on next $25 million for some US Large Cap equity $50 million - $75 million: tiered lower rates; e.g., 0.40% on next $50 million for some US Large Cap equity $75 million - $100 million: tiered lower rates; negotiable above $100 million $0 - $25 million: 0.80% for some US Mid Cap equity strategies $25 million - $50 million: 0.70% for some US Mid Cap equity strategies $50 million - $100 million: Negotiable above $100 million $0 - $50 million: 0.90% for some Small Cap equity strategies $50 million - $125 million: tiered lower rates; negotiable above $150 million $0 - $25 million: 0.70% for some Global/International equity strategies $25 million - $75 million: lower tiers for some Global/International equity strategies $75 million+: Negotiable above $100 million $0 - $25 million: varies for Fixed Income strategies, e.g., 0.20% for US Short Term Bond $25 million - $50 million: lower tiers for Fixed Income strategies $50 million+: Negotiable above $100 million
Performance-based fees up to 20% of net realized and unrealized appreciation based on a high watermark/hurdle rate or benchmark index performance, typically in Private Funds and some accounts
Account minimum: $25,000,000 for U.S. equity investment mandates, $50,000,000 for global/international equity investment mandates, $50,000,000 for fixed income investment mandates; $1,000,000 minimum for dual contract Retail Managed Account Programs (subject to waiver) Minimum fee: May negotiate fixed-fee or minimum fee arrangements; some clients may have minimum fees or fee waivers Fee-only: Yes, fees are charged as advisory fees; no commissions charged on separately managed account clients
Westfield, NJ
New Jersey
Columbia Management Investment Distributors Inc
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Staten Island, NY
Heartland Northeast LLC
Series 63, Series 65
Madison, NJ
Hanley Capital Management, LLC
Series 65
Highland Park, NJ
Parkview Capital Management
Series 63, Series 65
Springfield, NJ
Purple Dog Investments LLC
Series 63, Series 66
Rutherford, NJ
Avanti Wealth Management
Series 65
Bridgewater, NJ
GA Advisors LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")