Borde Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Borde Financial provides discretionary asset management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates and business owners. The firm also offers limited‑scope ERISA 3(21) services for qualified retirement plans and facilitates the selection and onboarding of third‑party investment managers when appropriate.
Investment programs are built from client profiles documenting goals, time horizons and risk tolerance, with security selection informed by fundamental, technical and cyclical analysis. Financial planning is offered on an hourly basis with set delivery timelines, and the firm monitors recommended third‑party managers and communicates ongoing updates to clients.
Notable features disclosed in the brochure include that the firm’s managing member is a licensed insurance agent who spends a substantial portion of time on insurance activities and may offer insurance products for separate compensation, and that the firm receives referral or ongoing fees when placing clients with third‑party managers. The firm does not act as a private fund adviser, does not sponsor wrap fee programs, and does not vote client proxies, which are points of difference compared with many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 1.25% $100,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.55% $10,000,000+: 0.40%
$200 per hour for financial planning services
Fee-only: Negotiable hourly fee of $200
Main office
1900 S Harbor City Blvd, #328
Melbourne FL 32901
Advisors at this office
1
Most active in
Florida
Also doing business as
Borde & Associates, P.A. · Borde Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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