Von Borstel & Associates Fees & Minimum

Overview

Headquarters: The Dalles, OR
Total Firm Assets: $680 million
Average High-Net-Worth Client Portfolio Size: $2.2 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV PART 2A-2B (2026-03-20) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.15%
$500,001	$1,000,000	0.97%
$1,000,001	$4,000,000	0.83%
$4,000,001	$7,000,000	0.35%
$7,000,001	and above	0.28%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,600	1.06%
$5 million	$39,000	0.78%
$10 million	$54,400	0.54%
$50 million	$166,400	0.33%
$100 million	$306,400	0.31%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 82.57%
Number of High-Net-Worth Clients: 258
Total Client Accounts: 2,070
Discretionary Accounts: 2,070

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars

Regulatory Filings

SEC CRD Number: 309746

ADV PART 2A-2B (2026-03-20) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions

What fees does Von Borstel & Associates disclose?

Is Von Borstel & Associates a fiduciary?

Where is Von Borstel & Associates located?

How many clients does Von Borstel & Associates have?

What services does Von Borstel & Associates offer?

How much does Von Borstel & Associates manage?

What types of clients does Von Borstel & Associates serve?