Bradley Sorensen is a CFA-designated registered investment advisor at U.S. Cherry LLC, based in St. Petersburg, FL, with 22 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 66 clients with $6.6M 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 $3K | 0.00% |
| $3K - $20K | 1.50% |
| $20K - $500K | 1.10% |
| $500K - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.70% |
| $25M+ | 0.70% |
Fees negotiable for accounts over $25,000,000. On an exception basis at the discretion of U.S. Cherry, we may provide our Robo-Advisor “automated investment service” to certain family members or friends of U.S. Cherry's principals for a reduced fee rate that may be lower than the fees available to our clients.
Fee Estimator
Location
7901 4th St N Ste 300, St. Petersburg, FL, 33702
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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 →Other Business Activities
Bradley works as a Senior Research Analyst for Zacks Investment Research, Inc. and as a Portfolio Manager for Cornerstone Portfolio Research, dedicating about half of his time to each role.
Employment History
Current Registrations
U.S. Cherry LLC
Previous Registrations
Eboursa INC.
Charles Schwab & CO., INC.Broker
Invesco Distributors, INC.Broker
State Registrations1 state
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