Our Services and Transparent Fees
At Soaring Wealth, we provide integrated financial planning and tax strategy for professionals whose finances no longer fit a simple template — often involving equity compensation, US-Europe ties, and private equity or other complex assets. We serve as a trusted advisor who sees the whole picture, explains how each decision fits your broader plan, and helps you take intentional, well‑timed action.
As your personal CFO, we present solutions tailored to you and work alongside you to implement them — saving you time, reducing stress, and keeping your plan on track while you stay focused on your career, family, and the life you are building.
How We Work Together
At Soaring Wealth, we focus on ongoing partnerships. Financial lives like yours change quickly – careers evolve, equity awards vest, tax rules shift, and cross-border moves happen – so a static, one-time plan can go out of date almost immediately.
Every client engagement includes financial planning as the foundation. From there, the level of ongoing service scales with the complexity of your situation, especially around equity compensation, cross-border planning, and tax planning.
Depending on that complexity, our work together generally falls into one of two service levels. Both levels are designed to provide personalized advice, coordinated implementation support, and an ongoing thought partner as your situation evolves. The difference is primarily the level of complexity involved and the depth of planning and tax modeling required.
Foundational Wealth Planning & Investment Management
(Standard planning topics)
Best For:
Professionals and families with meaningful assets and primarily US‑based planning needs who want a clear plan, disciplined investment management, and a trusted advisor to call when life changes.
What's Included:
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Comprehensive financial planning (goals, cash flow, retirement, education, major purchases, and other key priorities).
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Ongoing investment management using a diversified, low‑cost ETF portfolio aligned with your risk profile and time horizon.
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Tax‑focused planning that coordinates savings, withdrawals, and investment decisions with your overall tax picture.
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One in‑depth annual review (typically in the Spring) to revisit your goals, cash flow, savings, and portfolio positioning.
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Email access and check‑ins as needed when questions or life events arise.
Typical Fit:
This level is often appropriate when your income and assets are primarily US‑based and your tax situation is relatively straightforward.
Our Fees:
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Minimum annual fee of $12,000, which includes up to $1 million of managed assets
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Above $1 million, additional assets are billed at:
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0.80% on assets up to $2 million
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0.60% on assets above $2 million
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Advanced Equity & Cross‑Border Wealth Management
(Complex planning topics)
Best For:
Clients with significant equity compensation, private equity investments, cross‑border situations, or ongoing tax complexity who benefit from deeper, more frequent coordination.
What's Included (in addition to services under "Foundational Wealth Planning"):
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Detailed equity compensation planning (RSUs, stock options, ESPPs, performance shares), including grant tracking and exercise/vesting/sale strategies.
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Cross‑border financial and tax planning for globally mobile individuals and families, including coordination with foreign advisors where appropriate.
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Detailed tax planning and projections to model how decisions like equity exercises, large sales, Roth conversions, and cross‑border moves may affect your future tax bill before you file, so you can make better‑timed, better‑informed choices.
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Two scheduled planning meetings per year (Spring and Fall/Year‑End), with additional touchpoints around major events (job changes, equity events, relocations, etc.).
Typical Fit:
This level is appropriate when advice needs to go into deeper modeling, projection work, and coordination across multiple moving pieces.
Our Fees:
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Minimum annual fee of $20,000, which includes up to $2 million of managed assets
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Above $2 million, assets are billed at 0.60%
Optional integrated tax services
For clients who would like a more coordinated planning and tax experience, tax return preparation services are available on an optional basis through our sister company, Steuern & Taxes LLC, under a separate engagement.
Project‑based planning (offered on a limited basis)
Our primary focus is ongoing partnerships as described above. In select cases, we may take on project‑based planning engagements when the situation is especially well aligned with our expertise and the scope is clearly defined (for example, significant equity compensation decisions or US-Europe cross‑border planning). Project fees are scoped and quoted individually after an introductory conversation.
