Malissa Marshall is a CFP-designated registered investment advisor at Soaring Wealth LLC, based in Bristol, VT, with 8 years of industry experience. Malissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Cross-Border Planning, Estate Planning, and 5 more. Their firm serves 23 clients with $19M 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 | 1.20% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Contact
Malissa Marshall
Location
Bristol, VT
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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
Malissa Marshall is the Founder & CEO of Steuern & Taxes LLC. This activity takes about a third of Malissa's time.
Employment History
Current Registrations
Soaring Wealth LLC
Previous Registrations
Marble Trail Advisors
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.
Exams
Additional Information
I chose the name "Soaring Wealth" because I love the image of a bird high in the sky, riding the wind, and believe that mastering your finances and harnessing them to support your dreams should similarly provide that level of confidence, perspective and freedom.