Borris Nii & Company

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Client assets under management

$40,715,918

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,313,417

About

Borris Nii & Company provides business and family wealth management and investment oversight to high‑net‑worth individuals, families, trusts, and business owners, with a concentration of clients from the entertainment and related industries. Services combine portfolio management with in‑house accounting and bookkeeping, tax preparation and audit defense, insurance oversight, and commercial accounting functions such as tour and motion picture accounting.

The firm positions itself as an outsourced family‑office advisor that coordinates third‑party professionals and sub‑advisors, emphasizing asset allocation, ongoing monitoring, and regular reporting to clients. Advisers may implement recommendations through separate broker‑dealer or insurance capacities and the firm discloses those affiliations and any potential conflicts to clients.

Compared with many supported firms, Borris Nii is notable for its accounting‑centered practice—licensed CPAs on staff and integrated tax preparation and audit defense included within family‑management engagements—and for offering specialized commercial accounting services. The firm maintains a small, high‑touch client roster with dedicated multi‑person teams per client, and advisors may occasionally earn commissions when acting in their broker or insurance agent capacities, a practice the firm discloses and manages.

Client services

Portfolio management Selection of other advisers

Business and family wealth management services

Expertise

General estate planning guidance Charitable giving & philanthropy Income planning Retirement income strategy Business Financial Management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Established Professionals

Fee options

Percentage

$0 - $5,000,000: 1% annually $5,000,001+: 0.75% annually $1,000,000 - $2,500,000: 1% annually (Fixed Income and Cash Balances) $2,500,001 - $5,000,000: 0.75% annually (Fixed Income and Cash Balances) $5,000,001 - $10,000,000: 0.50% annually (Fixed Income and Cash Balances) $10,000,001 - $20,000,000: 0.375% annually (Fixed Income and Cash Balances)

Commissions

Commissions earned through securities and insurance transactions in separate capacities; commission securities exempted from management fee.

Performance-based

Performance fees charged in some real estate or other transactions after minimum return achieved, but generally not used.

Other

Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee

Main office location

Borris Nii & Company

8383 Wilshire Boulevard, Suite 702

Beverly Hills CA 90211, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 310-358-1800

Advisors at this firm

Howard B

ChFC®

Beverly Hills, CA

Borris Nii & Company

Howard Borris is a ChFC® credentialed financial advisor with 39 years of industry experience. He has been associated with Greenbrier Diversified, Inc. since 1986. Borris is based in Beverly Hills, CA, and operates through Borris Nii & Company. Borris Nii & Company provides business and family wealth management and investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that includes portfolio oversight, bookkeeping, tax preparation, and audit defense, acting as an outsourced family office and intermediary coordinating third-party providers while implementing asset-allocation strategies primarily through mutual funds, ETFs, and sub-managers.

General estate planning guidance Charitable giving & philanthropy Income planning Retirement income strategy Business Financial Management Founder/Business Owner Executive Established Professionals

Robert N

PFS™

Beverly Hills, CA

Borris Nii & Company

Robert Nii is a financial advisor with Borris Nii & Company in Beverly Hills, CA, holding the PFS™ designation and 18 years of industry experience. He has worked at Greenbrier Diversified, Inc. since 2007 and has been with Borris Nii & Company since 1989. Borris Nii & Company provides business and family wealth management along with investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that integrates investment oversight with bookkeeping, tax preparation, insurance claims processing, and audit defense, acting as an outsourced family office and coordinating with third-party providers while maintaining discretionary trading authority for managed accounts.

General estate planning guidance Charitable giving & philanthropy Income planning Retirement income strategy Business Financial Management Founder/Business Owner Executive Established Professionals

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