Sorsby Financial Corp offers investment advisory services where they manage your investments for a fee based on the value of your portfolio. They allocate investments among stocks, bonds, mutual funds, and exchange traded funds. Sorsby Financial Corp also provides financial planning and consulting services for a separate fee. These services are not actively solicited. They may also offer consulting on non-investment matters like insurance and estate planning.
Assets Under Management$25M
Clients26
Advisors1
Avg. per Client$980K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
The investment advisory fee is negotiable at Registrant’s discretion. Performance fees may be charged, but will never exceed 2% of assets or 20% of gains.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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