Sonoran Capital Management is an equity portfolio management firm for high-net-worth individuals. Robert S. Preston is the owner and only employee. The firm uses both long and short equity positions to obtain returns and reduce risk, employing fundamental and technical analysis. Client accounts are managed similarly on a discretionary basis.
Assets Under Management$800K
Clients2
Advisors1
Avg. per Client$400K
Avg. per Advisor$800K
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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