PlannerFees

Borger Capital Management LLC fees and pricing

Financial planner in Wausau, Wisconsin. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 27, 2026, Borger Capital Management LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“General market discussions Financial planning consultations Hourly consulting services are billed at $300 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Borger Capital Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are allocated among accounts on a pro-rata basis.”

How Borger Capital Management LLC’s fees compare

  • Its hourly rate of $300 matches the Wisconsin median of $300. 45% of the 95 other Wisconsin planners that publish an hourly rate charge less.

About Borger Capital Management LLC

“Advisory services include: • Asset management • Portfolio management • • Financial planning Retirement planning • Insurance planning • Cash flow analysis • One-time financial consulting engagements BCM offers both discretionary and non-discretionary advisory services depending on client needs and the terms of the…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Ludger J. Borger
  • Firm size: 3 employees.
  • Founded: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
3% a year
Minimum
$1,800 minimum fee (stated in brochure)
Clients
26
Employees
3
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$4,451,025
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
323065
Phone
(715) 301-8111

Can advise clients in 3 states: California, Florida, Wisconsin

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