Sorenson Impact Advisory provides investment advisory services to separately managed accounts. They work with clients to develop an individualized strategy that incorporates investment objectives, risk tolerance, and impact objectives. Sorenson Impact may recommend investments in public and private securities, as well as selecting other investment advisors who can further the client’s impact investment goals.
Assets Under Management$230M
Clients6
Advisors1
Avg. per Client$39M
Avg. per Advisor$230M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...