Soaring Investment Management, LLC

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Client assets under management

$112,490,104

Clients

171

35% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$657,837

About

Soaring Investment Management advises individual and high‑net‑worth clients, providing discretionary portfolio management alongside standalone and ongoing financial planning. The firm reports roughly $112.5 million in discretionary assets under management across about 171 client relationships served by three advisors and bills for advisory services primarily as a percentage of assets under management.

The firm combines multiple methods in constructing and managing portfolios, including fundamental, technical (charting and cyclical), and quantitative analysis, with quarterly reviews and rebalancing as needed. Portfolios may include a broad range of instruments — equities, municipal and corporate bonds, mutual funds and ETFs, options, REITs, private funds, and exposure to digital assets — and clients may impose reasonable investment restrictions.

Notable practice features include no stated account minimum to open or maintain an account and a financial planning model that uses capped hourly pricing for initial plans and a defined ongoing planning engagement with periodic meetings. The firm discloses that it generally recommends Charles Schwab as custodian and accepts platform services from custodians, that it may be deemed to have custody when fees are debited or when standing letters of authorization are used, and that it does not vote client proxies (clients retain proxy‑voting responsibility).

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Cash flow / budgeting

Fee options

Fixed

Ongoing financial planning services charged pursuant to a flat annual fee typically between $1,200 and $1,800 per year, charged quarterly or annually in arrears

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%

Project-based

$280 per hour for initial financial planning

Main office location

Soaring Investment Management, LLC

9600 Sw Barnes Rd, Ste 190

Portland OR 97225, United States

Number of offices

Most active in

California · New York · North Carolina · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (503) 433-7946

Advisors at this firm

Eric I

CFP®, Series 66

Rancho Palos Verdes, CA

Soaring Investment Management, LLC

Eric Imley is a CFP® with 10 years of industry experience, currently serving as an advisor at Soaring Investment Management, LLC. His prior roles include positions at EWG Elevate dba Protection Point Advisors and Cambridge Investment Research Advisors, Inc. dba Eagle West Group. He also operated Eric Imley Real Consulting from 2013 to 2017. Soaring Investment Management serves individual and high-net-worth clients by providing discretionary portfolio management and written financial planning. The firm manages approximately $111.5 million in discretionary assets and employs a variety of analytical methods to develop individualized investment policies that include a broad range of instruments.

General retirement planning General tax planning Cash flow / budgeting

Michael M

CFP®, Series 63, Series 66

Mint Hill, NC

Soaring Investment Management, LLC

Michael Mustian is a CFP® professional with nine years of industry experience. He is currently with Soaring Investment Management, LLC and has held prior roles at Carolina-Retirement Solutions, Wiseway Advisors LLC, Rhino Wealth Management, and Thrivent Financial. Soaring Investment Management serves individual and high-net-worth clients, offering discretionary portfolio management and written financial planning. The firm manages approximately $111.5 million in discretionary assets across three advisors, using a variety of analytical methods to create individualized investment policies and providing quarterly portfolio reviews and rebalancing.

General retirement planning General tax planning Cash flow / budgeting

Elisabeth M

CFP®, CFA®, ChFC®

Portland, OR

Soaring Investment Management, LLC

Elisabeth Mesquit is a CFP®, CFA®, and ChFC® with 10 years of industry experience. She has been with Soaring Investment Management, LLC since 2019 and previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. from 2015 to 2019. Soaring Investment Management serves individual and high-net-worth clients, providing discretionary portfolio management and written financial planning. The firm develops individualized investment policies through client interviews and manages accounts using a combination of fundamental, technical, cyclical, and quantitative analysis across a diverse range of investment instruments.

General retirement planning General tax planning Cash flow / budgeting

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