Walter Theobald
Walter Theobald is a registered investment advisor at Sovereign Wealth Advisors LLC, based in Porter, TX, with 41 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,275 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual fee is 2.50% and is negotiable based on account size, complexity, and other factors. Sponsored platform programs may have different fee schedules ranging up to 2.95%.
Fee Estimator
Location
23021 Volga Drive, Porter, TX, 77365
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2023Employment History
Current Registrations
Sovereign Wealth Advisors LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
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Lovett Underwood Neuhaus & Webb, INC.Broker
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State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.