SOBORA Capital provides investment advice and asset management on a non-discretionary basis. They work with individuals, businesses, nonprofits, educational institutions, and governments. SOBORA Capital also offers financial planning and consulting services, including retirement planning, insurance planning, and estate planning. They also provide advisory services for ERISA plans and capital market services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $15.0M | 1.00% |
| $15.0M - $75.0M | 0.90% |
| $75M+ | 0.75% |
For ERISA Investment Advisory, SOBORA Capital will negotiate fees with plan sponsors based on the number of participants, amount under the plan, and amount of assets under management. Schedule of Fees: - 1.25% for the first $0 to $5,000,000 in assets - 0.80% for the next $5,000,001 to $10,000,000 in assets - 0.70% for the next $10,000,001 to $20,000,000 in assets - 0.60% for the next $20,000,001 to $30,000,000 in assets - 0.50% for the next $30,000,001 and above in assets.