Lauren Sercu is a CFA-designated registered investment advisor at Sorenson Impact Advisory, based in Salt Lake City, UT, with 7 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6 clients with $230M 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% |
Management Fee ranges from 0.25% to 1.00% depending on assets under management with the Firm. Fees are negotiable.
Fee Estimator
Location
6330 S 3000 E - Suite 630, Salt Lake City, UT, 84121
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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 Activities
Lauren is involved with several investment-related organizations, including Castilleja School, Ethic Inc., Firework Ventures, Sorenson Impact Foundation, and Urban Innovation Fund. These activities involve attending meetings and providing guidance, taking minimal time each month.
Employment History
Current Registrations
Sorenson Impact Advisory
Previous Registrations
Sepio Capital, LP
State Registrations1 state
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