Mark
Sorensen
Royal Fund Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Mark Sorensen is a financial advisor operating out of Lady Lake, Florida with a total of 16 years of relevant experience. Sorensen is currently employed by Royal Fund Management, LLC. Their career trajectory has included roles at The Sorensen Group-Tax Prep, Sorensen Tax Advisory Group - Dba Insurance, American Elite Retirement, LLC and Sorensen Advisory Group LLC- Dba Royal Fund Management. Sorensen maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Florida. Royal Fund Management, LLC is an advisory business based out of Lady Lake, FL. The company has offices in 83 locations and a total of 90 employees. It controls $1 billion in total assets across its 10,564 accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 10,564 client accounts, just 4% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed by Royal Fund Management, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Royal Fund Management, LLC Brokerage Details
$1,084,035,879
90
10,564
$102,616
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Mark Sorensen Work History
Mark has been registered as a financial advisor for 16 years.*
American Elite Retirement, LLC
Sorensen Advisory Group LLC- Dba Royal Fund Management
The Sorensen Group-Tax Prep
Sorensen Tax Advisory Group - Dba Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Sorensen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Royal Fund Management, LLC
Lone Tree, CO
Casselberry, FL
Lady Lake, FL
Denver, CO
Orlando, FL
Lady Lake, FL
Lady Lake, FL
Lady Lake, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
