Denis Paquette
Denis Paquette is a registered investment advisor at Soaring Investment Management, LLC, based in Sioux Falls, SD, with 12 years of industry experience. Denis 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 1 more. Their firm serves 23 clients with $990K 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 $500K | 1.50% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Sioux Falls, SD
Get directionsHistory
Regulatory History (2)
Regulatory
March 2019Criminal
November 2016Other Business Activities
Denis is a limited partner in Eagle, LP, a holding company, since 2019. He is also the President of Fantastic Escapades LLC, an eCommerce company, since 2020.
Employment History
Current Registrations
Soaring Investment Management, LLC
State Registrations1 state
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.