Robert Preston is a registered investment advisor at Sonoran Capital Management LLC, based in Cave Creek, AZ, with 20 years of industry experience. Robert 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 2 clients with $800K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Location
Cave Creek, AZ
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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
Previous Registrations
Sonoran Capital Management LLC
State Registrations1 state
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