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Christine Sorensen

Private Client Services, LLC
27 Years of Experience
Edina, MN
Broker
View SEC Summary
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Christine Sorensen is a registered investment advisor at Private Client Services, LLC, based in Edina, MN, with 27 years of industry experience. Christine is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,765 clients with $1.4B in assets under management.

Private Client Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
685 advisors
Number of Clients
8,765 clients
Average Client Portfolio
$158K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1M+1.25%

Fees are negotiable based on client complexity and relationship size. Third-party manager marketplace adds 0.15% to 1.00% subscription fees. American Funds F2 program charges 0.25% to 1.00% flat rate.

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

Location

7601 France Avenue South, Suite 100, Edina, MN, 55435

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Christine works as the Director of Operations-Client Service Manager for Tradition Wealth Management, a Registered Investment Advisor (RIA). This role takes about three-quarters of her time, with 37 hours spent during trading hours.

Employment History
Current Registrations
Private Client Services, LLCBroker
January 2025 - Present · 1 yr 9 mos
Tradition Wealth Management LLC
January 2014 - Present · 12 yrs 9 mos
Previous Registrations
Concourse Financial Group Securities, INC.Broker
July 2004 - January 2025 · 20 yrs 6 mos
Cambridge Investment Research, INC.Broker
February 2003 - August 2004 · 1 yr 6 mos
Sii Investments, INC.Broker
December 2001 - March 2003 · 1 yr 3 mos
Fsc Securities CorporationBroker
February 2001 - December 2001 · 10 mos
American Express Financial Advisors INC.Broker
April 1999 - March 2001 · 1 yr 11 mos
Ids Life Insurance CompanyBroker
April 1999 - March 2001 · 1 yr 11 mos
State Registrations2 states
MNWI
AdvisorBrokerBoth

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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