Jeffrey Sorensen is a registered investment advisor at Cornerstone Advisors, based in Topeka, KS, with 14 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 459 clients with $240M 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 | 1.00% |
Maximum investment advisory fee as a percentage of assets under management is 1.00%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon.
Fee Estimator
Location
6540 SW 10th Avenue, Topeka, KS, 66615
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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
Jeffrey is an independent insurance agent for various companies through Cornerstone Insurance since 2013, dedicating a few hours per week. He also participates in board and finance committee meetings for Midland Care Connection/Meals on Wheels and Family Service & Guidance Center, and is an advisory representative of a RIA through Cornerstone Advisors, taking nearly full-time.
Employment History
Current Registrations
Cornerstone Advisors
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations2 states
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.