Soren Christensen
Soren Christensen is a CFP, ChFC-designated registered investment advisor at Advanced Investment Management LLC, based in Naples, FL, with 19 years of industry experience. Soren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 65 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 $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.10% |
| $2.0M - $2.5M | 1.05% |
| $2.5M - $3.0M | 1.00% |
| $3.0M - $3.5M | 0.95% |
| $3.5M - $4.0M | 0.90% |
| $4.0M - $4.5M | 0.85% |
| $4.5M - $5.0M | 0.80% |
| $5M+ | 0.75% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1415 Panther Ln, Suite 328, Naples, FL, 34109
Get directionsHistory
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
Soren is involved in several insurance-related activities, including Advanced Wealth Advisors, LLC, First Financial Resources, Naples Life Insurance & Annuity Advisors, and CTC Insurance Services, spending a significant amount of time on these ventures. Soren also manages STC Productions LLC, an entertainment and event planning service, dedicating minimal time to it.
Employment History
Current Registrations
Advanced Investment Management LLC
Previous Registrations
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
First Heartland Consultants, INC.
First Heartland Capital, INC.Broker
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.