Mark Sorensen
Mark Sorensen is a registered investment advisor at Royal Fund Management, LLC, based in Lady Lake, FL, with 36 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,966 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Certain existing clients may be billed under a different fee schedule. An additional 0.25% is charged for the Dividend Enhancement Overlay Strategy. Accounts managed with option strategies have a different fee schedule: $100,000 - $250,000: 2.00%, $250,001 - $500,000: 1.75%, $500,001 and Above: 1.50%. Fees are negotiable.
Fee Estimator
Location
1515 Buenos Aires Blvd, Lady Lake, FL, 32159
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 1990Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
American Elite Retirement
Berthel, Fisher & Company Financial Services, INC.Broker
Ing Financial Partners, INC.Broker
Nations Financial Group, INC.Broker
Medallion Equities, INC.Broker
A. G. Edwards & Sons, INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Marion Bass Securities CorporationBroker
Henderson, Few & CO.Broker
Buchanan & CO., INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.