Eric Imley
Eric Imley is a CFP-designated registered investment advisor at Soaring Investment Management, LLC, based in Rancho Palos Verdes, CA, with 10 years of industry experience. Eric 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 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
Location
Rancho Palos Verdes, CA
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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 →Other Business ActivitiesSells Insurance
Eric is the Co-President of Temple Beth El since 2017, dedicating minimal time. He also provides real estate consulting for family since 2002. Eric is an insurance agent since 2015, reviewing and recommending insurance solutions, including fixed and variable life insurance and annuities, disability income insurance, and long-term care insurance, dedicating minimal time.
Employment History
Current Registrations
Soaring Investment Management, LLC
Previous Registrations
Protection Point Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations2 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.