Soares Financial provides personalized investment advice and financial planning services. Investment management uses mutual funds and exchange-traded funds. Financial planning covers retirement, investments, insurance, tax, cash management, education, and estate planning. They also offer portfolio analysis services.
Assets Under Management$20M
Clients18
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.45% |
| $2M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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