Soaring Wealth LLC manages investment portfolios and provides financial planning services. They offer investment management either on its own or combined with ongoing financial planning. Financial planning covers areas like financial goals, cash flow, investments, retirement, taxes, estate planning, and risk management. They may recommend third-party managers. Malissa Marshall is also the Founder & CEO of Steuern & Taxes LLC, which clients may choose to use for tax preparation.
Assets Under Management$19M
Clients23
Advisors1
Avg. per Client$840K
Avg. per Advisor$19M
www.linkedin.com/company/soaring-wealth ·www.facebook.com/soaring.wealth.llc ·www.soaring-wealth.com
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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