Sora Investors provides investment advisory services, primarily focusing on managing investment portfolios for clients. Sora's investment strategy centers on investing in U.S. and developed international equities, with a focus on the technology, media, and telecommunications sectors. Sora may tailor its advisory services to meet specific client objectives, but clients generally cannot restrict investments in specific financial instruments.
Assets Under Management$2.6B
Clients4
AdvisorsN/A
Avg. per Client$650M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$200M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be based on a pro rata share of operating and overhead expenses for certain strategic client relationships with very large accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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