Michael Mustian
Michael Mustian is a CFP-designated registered investment advisor at Soaring Investment Management, LLC, based in Mint Hill, NC, with 9 years of industry experience. Michael 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
Mint Hill, NC
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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 Activities
Michael operates Carolina Retirement Solutions, Inc. as a DBA for his LPL business, dedicating full-time hours to this endeavor.
Employment History
Current Registrations
Soaring Investment Management, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Wiseway Advisors LLC
Rhino Wealth Management
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations4 states
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