Sortino Advisory Partners, LLC

Sortino Advisory Partners, LLC is a registered investment adviser based in Louisville, KY, offering services such as family wealth advisory, financial planning, investment management, fiduciary consulting, and retirement plan consulting. The firm, owned by Daniel J. Hutcherson, has been registered since 2014 and had $211,567,288 in regulatory assets under management as of December 31, 2023. Clients are required to enter into written agreements outlining the terms of the advisory relationship. Sortino Advisory Partners provides financial planning services covering retirement income, education funding, charitable giving, and more. Investment management is offered on both discretionary and non-discretionary bases, primarily allocating client assets among mutual funds, ETFs, and independent managers. The firm tailors its services to meet individual client needs and continuously assesses portfolios to align with client goals. Fees are charged based on assets under management, with financial planning fees ranging from $0 to $10,000 and annual management fees varying based on portfolio value. Clients have the option to impose restrictions on account management. The firm does not engage in performance-based fees and generally does not vote on client securities. Sortino Advisory Partners does not accept proxy voting authority and does not disclose financial information as it does not solicit prepayment exceeding $1,200 or have financial conditions that may impair client commitments.