Soaring Investment Management provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring investment strategies to individual client goals and risk tolerance. Financial planning services include full financial plans and ongoing financial consulting. Soaring also offers services to retirement plans.
Assets Under Management$990K
Clients23
Advisors1
Avg. per Client$43K
Avg. per Advisor$990K
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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