Scott Schubert is a CFA-designated registered investment advisor at Sonoran Capital Management, LLC, based in Denver, CO, with 16 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 12 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sonoran Capital Management customizes management fees for each client based on the size of your portfolio, the amount of work required, and custom reporting needs. In addition to regular management fees, clients may choose a fee setup that includes an annual performance fee of up to 20% on net profits, subject to a high-water mark to ensure you do not pay performance fees on previous losses. Fees are billed at the end of each quarter and can be paid directly from your portfolio or via an external payment method like a check.
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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