About SORSBY FINANCIAL CORP.
SORSBY FINANCIAL CORP. is a leading financial firm that provides expert guidance on wealth management, investment strategies, and financial planning. With a team of highly skilled and experienced financial advisors, SORSBY FINANCIAL CORP. is dedicated to helping clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Expert guidance on wealth management
- Tailored investment strategies
- Comprehensive financial planning
- Experienced and skilled financial advisors
Facts and Insights
SORSBY FINANCIAL CORP. has been in business for over 20 years and has established a strong reputation in the financial services industry. The firm currently has over $500 million in assets under management and a team of 15 dedicated financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| SORSBY FINANCIAL CORP. | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 15 |
| Time in Business | 20+ years |
Financial Services Offered
- Wealth Management
- Retirement Planning
- Investment Strategies
- Estate Planning
- Tax Planning
- Insurance Solutions
Client Types
SORSBY FINANCIAL CORP. serves a diverse range of clients, including individuals, families, and businesses. Whether it’s planning for retirement, building wealth, or protecting assets, the firm has the expertise to meet the unique financial needs of each client.
Fees & Compensation
SORSBY FINANCIAL CORP. charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients. The specific fee percentage may vary depending on the services provided and the complexity of the client’s financial situation.
Background
SORSBY FINANCIAL CORP. was founded in 1999 by John Sorsby, a highly experienced and respected financial advisor. Under his leadership, the firm has grown and evolved, continuously adapting to meet the changing needs of its clients. Today, the firm is known for its personalized approach, expert guidance, and commitment to excellence.
Financial Advisor Disclosures to Know
As a registered investment advisor, SORSBY FINANCIAL CORP. adheres to strict regulations and has a fiduciary duty to act in the best interests of its clients. This means that the firm is required to disclose any potential conflicts of interest and always put the client’s needs first. Additionally, all financial advisors at SORSBY FINANCIAL CORP. are properly licensed and must comply with ethical standards set by the industry.