Kristi Lee Sorensen
Investment Adviser Representative at SUMMIT GLOBAL INVESTMENTS, LLC
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Less than $500,000 | 2.00% |
| $500,000 to $999,999 | 1.70% |
| $1,000,000 and above | 1.50% |
Summit Global Investments, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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