How does the advisor help clients – Key Takeaways:
SOBORA CAPITAL is a reputable financial firm that offers a wide range of services to help clients achieve their financial goals. Their team of skilled advisors work hand in hand with clients to develop personalized strategies and provide guidance on financial decisions.
- Help clients achieve their financial goals
- Create personalized strategies
- Provide guidance on financial decisions
Facts and Insights:
SOBORA CAPITAL has been in business for over 10 years, with a team of experienced and nationally recognized financial experts. They have a solid track record of helping clients grow and manage their wealth effectively.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 10+ years |
Financial Services Offered:
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
Client Types:
SOBORA CAPITAL caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. They understand that each client has unique financial needs, and they tailor their services accordingly.
Fees & Compensation:
SOBORA CAPITAL is a fee-only advisory firm, meaning they do not earn any commissions or sell any financial products. They are transparent with their fees, and clients only pay a percentage of their assets under management as a fee.
Background:
The advisors at SOBORA CAPITAL have a strong educational background and experience in the financial industry. They hold various certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), which demonstrate their expertise in the field.
Financial Advisor Disclosures to Know:
As a reputable firm, SOBORA CAPITAL adheres to all industry regulations and has a clean disciplinary record. They prioritize ethical practices and always act in the best interest of their clients.