Soaring Capital Management provides investment advisory services primarily to high net worth and ultra-high net worth families, retirement plans, business entities, trusts and charitable organizations. Soaring Capital offers a Comprehensive Wealth Management Service that bundles investment management and financial planning. The firm focuses on long-term investing, diversification, and controlling volatility. They may also recommend private market opportunities if appropriate for qualified clients. Soaring Capital can tailor client investment portfolios specific to responsible investments considerations.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $999K | 1.25% |
| $999K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |