von Borstel & Associates

Wealth Management Firm in The Dalles, OR

Firm Info
Address: 308 E 3rd St, The Dalles, OR 97058, USA
Website:
Phone: (541) 296-6669

Firm Size
Assets Under Management: $478.8 million
# of Advisors: 2
# of Clients: 1,887
Client to Advisor Ratio: 944:1
Average Account Size: $253,762
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Von Borstel & Associates Overview

VON BORSTEL & ASSOCIATES is a registered investment advisory firm that specializes in providing investment advice to individuals and small businesses. The firm is based out of its headquarters in The Dalles, OR, and has been in business since 2020. They offer fee-only services, meaning they do not earn commissions from selling financial products. In addition to providing investment advice, VON BORSTEL & ASSOCIATES also offers financial planning services, portfolio management, and educational seminars and workshops. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through careful planning and investment strategies. To complement their core services, VON BORSTEL & ASSOCIATES also offers held away consulting services. These services help clients better understand the investment options available to them outside of their main investment accounts. Overall, VON BORSTEL & ASSOCIATES is an insurance broker/agent that provides comprehensive financial planning and investment advice for individuals and small businesses. Their fee-only approach ensures that their advice is unbiased, and their years of experience have made them one of the most trusted investment advisory firms in the industry.

VON BORSTEL & ASSOCIATES caters to a diverse range of clients spanning individuals and high net worth individuals. This allows the firm to provide bespoke solutions and personalized services that cater to the unique requirements of each client. Whether an individual seeks investment management or estate and financial planning services, VON BORSTEL & ASSOCIATES is equipped to support their diverse needs with its experience and expertise. When it comes to fee structures, VON BORSTEL & ASSOCIATES offers different payment options based on the services rendered. The firm provides an hourly rate for consultations and financial planning services. This ensures that clients can seek advice and solutions without committing to an extended engagement. Additionally, the firm offers fixed fees for specific services to provide clarity on the costs involved. For investment management, VON BORSTEL & ASSOCIATES charges a percentage of assets under management (AUM). This ensures that the interests of both the clients and the firm are aligned towards meeting investment objectives. Overall, VON BORSTEL & ASSOCIATES provides transparent fee structures that give clients flexibility while ensuring the firm can deliver value for its services rendered.

Typical Clients, Fee Structures & Investment Minimum

According to VON BORSTEL & ASSOCIATES' Part 2 Brochure, the note about investment minimums is blank. Therefore, it is not explicitly stated what their investment minimum is.

How This Office Can Help The Dalles, OR Residents

Edward Jones - Financial Advisor offers personalized financial advice and investment strategies to clients in Jacksonville, OR. As a financial advisor, their primary goal is to help clients identify and achieve their financial goals. They offer a wide range of services, including retirement planning, education planning, estate planning, and wealth management. Living in Jacksonville, OR, you may be facing specific financial situations like preparing for retirement, saving for your children's education, or managing your finances after experiencing a life-changing event like divorce or death of a spouse. With their tailored approach to financial planning, Edward Jones - Financial Advisor helps clients navigate these challenges and develop personalized plans that fit their unique needs and goals. They provide ongoing support and monitoring, ensuring that clients stay on track to reach their financial objectives. With their wealth of knowledge and experience, Edward Jones - Financial Advisor is committed to providing the highest level of service to their clients in Jacksonville, OR.

To view the Minimum Investment and Fee Schedule for Von Borstel & Associates, visit their Part 2 Brochure.

Services Offered by Von Borstel & Associates

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Von Borstel & Associates most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 308 E 3rd St, The Dalles, OR 97058, USA
Phone (541) 296-6669
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Von Borstel & Associates is registered to service clients in the following states:

  • Alaska
  • Arizona
  • California
  • Oregon
  • Texas
  • Washington

Disciplinary History

Von Borstel & Associates does not have any disclosures. Please visit it's Form ADV for more details.

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