Mora Capital Management provides discretionary and non-discretionary investment management services, as well as family wealth consulting, to individuals, families, and institutional clients. The firm offers customized portfolio management across a wide range of asset classes, including equities, fixed income, mutual funds, exchange-traded funds, structured products, and alternative investments. In addition to managing investments, Mora Capital Management offers non-discretionary consulting services covering family financial goals, asset allocation, investment manager reviews, estate planning and ownership issues, family governance, and risk management. The firm operates as an open architecture platform and works closely with affiliated banking and brokerage entities to deliver comprehensive wealth management solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
All fees are negotiable. Institutional clients may pay as low as 0.50%. Certain accounts may be subject to performance-based fees of up to 20%.