Advisor at Soaring Investment Management, LLC
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Firm
Soaring Investment Management, LLC
Location
Sioux Falls, SD
Credentials
Series 65
Industry experience
12 years
Denis Paquette is a financial advisor at Soaring Investment Management, LLC with 12 years of industry experience. He holds the Series 65 designation and previously served in the U.S. Air Force for 21 years. Outside of advisory work, Paquette is president of Fantastic Escapades, LLC, an eCommerce company. Soaring Investment Management provides discretionary asset management, comprehensive financial planning, and ERISA retirement-plan services to individual investors and plan sponsors. The firm serves both individual and corporate clients, emphasizing client-specific investment policies, fundamental analysis, and long-term portfolio management.
Based on Soaring Investment Management, LLC
Financial consulting fees $50 per month with maximum of $600 annually; one-time setup fee $250
$0 - $500,000: 1.50% annually $500,000.01 - $1,000,000: 1.20% annually $1,000,000.01 - $5,000,000: 1.00% annually $5,000,000.01 - $10,000,000: 0.90% annually $10,000,000.01+: 0.80% annually
$250 per hour for financial planning services
Financial consulting fees $50 per month with maximum of $600 annually
Account minimum: $500,000 Fee-only: Financial planning services at $250/hour; Financial consulting at $50/month (max $600 annually) plus $250 one-time setup fee
Sioux Falls, SD
South Dakota
Fantastic Escapades, LLC
2020 - Present (6 years)
Eagle, LP
2019 - Present (7 years)
CSA Air, Inc.
2018 - 2019 (1 year)
Soaring Investment Management, LLC
2013 - Present (13 years)
Soaring Investment Management, LLC
2010 - Present (16 years)
U.s. Air Force
1999 - 2020 (21 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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