BORA Capital is a registered investment advisor based in North Potomac, Maryland, that offers ongoing portfolio management services to individuals and high-net-worth individuals. The firm builds customized investment portfolios based on each client's individual goals, risk tolerance, and time horizon, utilizing fundamental analysis and primarily focusing on equities, mutual funds, exchange-traded funds, fixed income securities, and non-U.S. securities. For certain clients, the firm may also recommend options strategies and margin borrowing when appropriate. BORA Capital offers two distinct fee structures: a standard annual management fee based on a percentage of your portfolio, or for qualified clients meeting certain wealth thresholds, a performance-based fee arrangement where the firm is paid based on investment gains exceeding a 6% annual hurdle rate. The firm requires clients to hold their accounts at Interactive Brokers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Standard clients pay an annual fee of 2.00% on all assets. Qualified clients may elect a performance-based fee arrangement (25% of capital appreciation on returns exceeding a 6% annual hurdle rate) with a 0% management fee instead. Fees are generally negotiable.