Advisor at Soares Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Eva Soares is a CFP® professional with 23 years of experience in financial advising. She is the principal and sole advisor at Soares Financial, Inc., an independent firm she has led since 2002. Prior to founding the firm, she was self-employed in the financial services industry. Soares Financial primarily serves individual clients through discretionary portfolio management, financial planning, and portfolio analysis. The firm manages approximately $19.6 million for about 18 clients, focusing on no-load mutual funds and exchange-traded funds, and also provides portfolio management for institutional clients.
Based on Soares Financial, Inc.
$260 - $20,000 per year for advisory services; $250 - $10,000 for financial planning
$0 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.45% annually $2,000,001+: 0.30% annually
Up to $260 per hour for advisory services; up to $250 per hour for financial planning and portfolio analysis
Account minimum: $250,000 Minimum fee: $500 minimum quarterly fee Fee-only: Hourly fee up to $260; flat fee range $260 - $20,000 for advisory services; hourly fee up to $250 and flat fee range $250 - $10,000 for financial planning; hourly fee up to $250 for portfolio analysis
1832 Socol Ave., #106
Napa, CA 94559
California
SELF-EMPLOYED
2002 - 2017 (15 years)
Soares Financial, Inc.
2002 - Present (24 years)
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Insurance agent
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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
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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