Todd Sorensen is a CFA-designated registered investment advisor at Victory Wealth Management, LLC, based in Reedley, CA, with 27 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 79 clients with $69M 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 $200K | 1.25% |
| $200K - $750K | 1.00% |
| $750K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
As an alternative to the percentage-based fee, clients can negotiate a flat annual fee between $2,500 and $8,000.
Fee Estimator
Location
1592 11th Street, Suite A, Reedley, CA, 93654
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Victory Wealth Management, LLC
Previous Registrations
DBA, Long Investment Advisory, INC.
State Registrations1 state
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