Natalie Sorensen
Natalie Sorensen is a registered investment advisor at LPL Financial LLC, based in Richfield, UT, with 39 years of industry experience. Natalie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
845 N. Main St, Richfield, UT, 84701
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2005Other Business ActivitiesSells Insurance
Natalie operates under the name Sorensen, Lewis & Associates, offering financial services. She also sells various insurance products through different insurance companies.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Spc
Parkland Securities, LLCBroker
H.D. Vest Advisory Services, INC
H.D. Vest Investment ServicesBroker
State Registrations10 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.
Exams
More Advisors
- Colby Young, CFPLPL Financial LLC