Thomas Schubert is a registered investment advisor at Sonoran Capital Management, LLC, based in Denver, CO, with 15 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 12 clients with $50M in assets under management.
Compensation
Firm Size
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Assets Under Management
Fee Structure
Sonoran Capital charges a customized management fee based on factors like the amount you invest and the work required. In addition to the management fee, Sonoran Capital may charge an annual performance fee based on a percentage of the net profits of the account. Performance fees are subject to a "high-water mark," meaning they are only collected for gains exceeding the previously attained annual high point.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sonoran Capital Management, LLC
State Registrations1 state
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