BORA Capital provides ongoing portfolio management services, creating personalized investment plans based on your goals, risk tolerance, and time horizon. They evaluate your existing investments and make recommendations, seeking your permission before making any trades. BORA Capital primarily recommends equities, but may also use mutual funds, fixed income securities, ETFs, and non-U.S. securities to diversify your portfolio.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. Qualified clients can elect to pay a performance-based fee of 25% of capital appreciation above a 6% hurdle rate instead of the standard management fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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