Soar Financial offers investment management services, creating customized portfolios using ETFs, stocks, and bonds. They also provide financial planning and consulting, covering topics like retirement, taxes, and estate planning. Soar may recommend third-party money managers and receives referral fees from them. Soar Financial also provides retirement plan advisory and pension consulting services to qualified retirement plans.
Assets Under Management$28M
Clients209
Advisors4
Avg. per Client$130K
Avg. per Advisor$7.1M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $1.0M | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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