Sorensen Financial Management provides investment advice and financial planning to individuals, trusts, estates, charitable organizations, businesses, and pension/profit-sharing plans. Sorensen Financial Management tailors advice to individual client needs and allows clients to impose restrictions on investments. Christopher Redmon privately owns Sorensen Financial Management.
Assets Under Management$14M
Clients32
Advisors1
Avg. per Client$430K
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Sorensen Financial Management offers investment advice for a fee based on the value of your portfolio. The fees range from 0.25% to 1.5% annually, paid monthly in advance. Fees are negotiable.
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