Royceton Pinder
Royceton Pinder is a registered investment advisor at Sovran Advisors, LLC, based in San Diego, CA, with 31 years of industry experience. Royceton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,471 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sovran Advisors offers investment management services where fees are calculated as a percentage of your portfolio, billed monthly in arrears. The total fee will not exceed 2% annually and is comprised of several components:
- Advisor Fee: This is the fee charged by your advisor, and can be tiered, flat, or linear.
- Technology Fee: An annual fee of 0.06% of your portfolio applies to accounts on the APM or UMA platforms.
- Sovran Managed Portfolio Model Fee: (APM Accounts only) If your advisor uses Sovran's portfolio models, you'll incur an additional fee ranging from 0.01% to 0.13% of your portfolio.
- Administration Fee: (UMA Accounts only) Cetera Investment Services LLC charges an administration fee of 0.02% or 0.05% of your portfolio for administrative services.
- Strategist Fee: (UMA Accounts only) If your advisor uses third-party strategist models, you'll incur a fee that varies by strategist.
Fees are negotiable under certain circumstances. Minimum account size is $25,000, but this may be waived.
Location
3131 Camino Del Rio N., Suite 800, San Diego, CA, 92108
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Regulatory History (1)
Customer Dispute
October 2021Other Business ActivitiesSells Insurance
Royceton is an investment advisor representative at Sovran Advisors LLC, dedicating full-time hours to financial planning and asset management. He also works as an insurance agent selling life, health, disability, annuities, and long-term care products, spending minimal time on this activity, and is a financial professional at Pinder & Neimeyer Financial, spending full-time hours on this activity.
Employment History
Current Registrations
Sovran Advisors, LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
Cal Fed InvestmentsBroker
Invest Financial CorporationBroker
State Registrations10 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.