Kenneth Sorosky
Kenneth Sorosky is a registered investment advisor at Cresset Asset Management, LLC, based in San Francisco, CA, with 24 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 4,631 clients with $72B 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Also offers a "Waterfall Fee" schedule: $5M-$10M: 0.90%, $10M-$25M: 0.80%, $25M-$50M: 0.70%, $50M+: 0.60%. Minimum fee is the lesser of $25,000 or 2.00% of managed assets. Fees may be negotiable.
Fee Estimator
Location
101 Montgomery Street, Suite 2150, San Francisco, CA, 94104
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2009Customer Dispute
December 2005Other Business Activities
Kenneth is a member of the board of directors for Diversified Pacific - DPDG Fund, a real estate investment company, since 2008. This requires minimal time.
Employment History
Current Registrations
Cresset Asset Management, LLC
Previous Registrations
True Capital Management
UBS Financial Services INC.
State Registrations2 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.