Bio – Professional
Bio – Personal
– HOW –
Professional asset management isn’t always available to individual investors. Often, the “advisor” is really just an asset gatherer not a true investor. Soaring Investment Management is dedicated to making professional money management available and accessible to individual investors. This is your money, your hardwork, your nest egg – it should be handled with care, by a professional.
Speak to a real person you know, when you want, not a long phone menu.
How does Soaring Investment Management get paid? I choose transparency. I am not paid by any investment company either directly, through commissions, or through soft dollars.
As a fee-only adviser, we are paid a percentage of the investments we manage according to the schedule below.
Begin with a 15 minute complimentary introductory phone call
Schedule an initial complementary meeting. This might last up to 1 ½ hours. I’ll ask a lot of questions and help you understand how we work
Meet again to review the proposed Investment Policy Statement or any draft Financial Planning.
Determine if we should work together and execute on the plan
As a client, you can contact me at any time. We will set up our review schedule with your preferences in mind, either quarterly, semi-annually or annually.
Table of Fees
1st $1 Million
Next $2 Million
Next $2 Million
Over $5 Million
Financial Planning is $280 per hour.
Code of Ethics
ADV Part 1
ADV Part 2A
ADV Part 2B
9600 SW Barnes Rd, Ste 125
Portland, OR 97225
Schedule a 15 min. introductory call
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