Sunday Peters is a registered investment advisor at Sobora Capital, based in Pleasanton, CA, with 9 years of industry experience. Sunday operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $15.0M | 1.00% |
| $15.0M - $75.0M | 0.90% |
| $75M+ | 0.75% |
For ERISA Investment Advisory, SOBORA Capital will negotiate fees with plan sponsors based on the number of participants, amount under the plan, and amount of assets under management. Schedule of Fees: - 1.25% for the first $0 to $5,000,000 in assets - 0.80% for the next $5,000,001 to $10,000,000 in assets - 0.70% for the next $10,000,001 to $20,000,000 in assets - 0.60% for the next $20,000,001 to $30,000,000 in assets - 0.50% for the next $30,000,001 and above in assets.
Fee Estimator
Location
4900 Hopyard Road, Suite 100, Pleasanton, CA, 94588
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sunday has a Mortgage Loan Originator (MLO) license endorsement and a California Real Estate Brokers license, engaging in mortgage and real estate services. Sunday is also a California Licensed Insurance Agent and may provide insurance services.
Employment History
Current Registrations
Sobora Capital
Previous Registrations
Transamerica Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.