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Steven Sorensen

Global View Capital Management LLC
30 Years of Experience
Idaho Falls, ID
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Steven Sorensen is a registered investment advisor at Global View Capital Management LLC, based in Idaho Falls, ID, with 30 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M in assets under management.

Global View Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
99 advisors
Number of Clients
3,819 clients
Average Client Portfolio
$203K average
Assets Under Management
$775.2M

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.75%
$1M+0.50%

Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

765 S Woodruff Avenue, Suite 2, Idaho Falls, ID, 83401

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2011
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Steven is a commercial loan officer and president of Centerpoint Commercial Lending, Inc., and also works as a singer/songwriter and musician. He also works as an insurance agent for Global View Capital Insurance Services, LLC and Experior Financial Group, Inc., and as an independent contractor for Global View Capital Advisors, LLC, marketing insurance and advisory services.

Employment History
Current Registrations
Global View Capital Management LLC
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2014 - December 2022 · 8 yrs 11 mos
Transamerica Financial Advisors, INCBroker
January 2012 - December 2013 · 1 yr 11 mos
Transamerica Financial Advisors, INC.
January 2012 - December 2013 · 1 yr 11 mos
Investment Advisors International, INC.
July 2006 - January 2012 · 5 yrs 6 mos
Intersecurities, INC.
February 2006 - August 2006 · 6 mos
World Group Securities, INC.Broker
April 2002 - January 2012 · 9 yrs 9 mos
Wma Securities, INC.Broker
December 1995 - April 2002 · 6 yrs 4 mos
State Registrations1 state
ID
Advisor

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
No exam information available for this advisor.
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