Soaring Capital Management, LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$34M
Clients19
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$34M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $999K1.25%
$999K - $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.40%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

1 Advisors at this firm

Soaring Capital Management, LLC | TrueAdvisor