SOBORA Capital offers investment management and financial planning services on a non-discretionary basis to individuals, businesses, and institutions. The firm builds customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, real estate investment trusts, and other vehicles tailored to each client's risk tolerance and investment goals. In addition to traditional asset management, SOBORA Capital provides specialized consulting and advisory services for employer-sponsored retirement plans, capital raising through private placements, and project financing for real estate and engineering ventures. The firm also offers standalone financial consulting and planning covering topics such as cash flow management, retirement planning, tax strategies, and estate planning. Financial planning services are provided at no additional cost for clients who use SOBORA Capital for investment management. The firm is owned by Sunday O. Peters, who also provides real estate, mortgage, and insurance services through separate business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $30.0M | 0.60% |
| $30M+ | 0.50% |
Fees are negotiable. A $1,000 minimum annual fee applies, which may result in an effective rate above 1.25% for accounts below the general $100,000 minimum, capped at 2% per year.