Soaring Investment Management offers investment management and financial planning services. For investment management, they create a portfolio based on your goals, risk tolerance, and time horizon, and review it quarterly. Financial planning includes a written report and can address personal finances, taxes, investments, insurance, retirement, and estate planning. They also provide general advice on tax, budget, estate, and business planning.
Assets Under Management$110M
Clients171
Advisors3
Avg. per Client$650K
Avg. per Advisor$37M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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