Elisabeth Mesquit
Elisabeth Mesquit is a CFA, CFP, ChFC-designated registered investment advisor at Soaring Investment Management, LLC, based in Portland, OR, with 10 years of industry experience. Elisabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 2 more. Their firm serves 171 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Contact
Elisabeth Mesquit
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Soaring Investment Management, LLC
Previous Registrations
Scf Securities, INC.Broker
Scf Investment Advisors, INC.
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams