Jerad Sorgenfrei is a CFA-designated registered investment advisor at Primus Wealth Advisors LLC, based in York, NE, with 17 years of industry experience. Jerad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 11 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable based on various criteria.
Fee Estimator
Location
York, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Primus Wealth Advisors LLC
Previous Registrations
Bedrock Investment Advisors
Transamerica Financial Advisors, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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