Nathan Sorensen
Nathan Sorensen is a registered investment advisor at United Advisor Group, based in Cincinnati, OH, with 8 years of industry experience. Nathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,875 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAG's investment management fees are negotiated with your advisor and will not exceed 2.00% annually. Fees are invoiced and debited from your account monthly. If you have multiple accounts, UAG may combine them for fee calculation purposes. When assets are allocated to an affiliated or third-party manager, UAG charges a fee for its allocation, advisement, and recommendations. The advisory fees assessed will vary dependent upon the affiliated asset manager or Third-Party Adviser selected, the size of the Account(s) and the services provided.
Location
8170 Corporate Park Dr., Suite 300, Cincinnati, OH, 45242
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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 ActivitiesSells Insurance
Nathan is the president of Sorensen Financial, PLLC, a CPA firm where he prepares tax returns, supervises employees, and provides bookkeeping and consulting services. He is also a self-employed insurance agent selling fixed life insurance products and uses Insight Wealth Management as a DBA for his investment advisory business.
Employment History
Current Registrations
United Advisor Group
Previous Registrations
Scf Investment Advisors, INC.
Global View Capital Management, LTD
State Registrations1 state
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.