William Vaseliades
William Vaseliades is a registered investment advisor at Sovereign Wealth Advisors LLC, based in Houston, TX, with 35 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 1,392 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sovereign Wealth Advisors offers investment management through several programs. The fees vary depending on the program:
- Wrap Comprehensive and Comprehensive Portfolio Management: Maximum fee of 3.0% and 2.8% respectively.
- Optimum Market Portfolios Program (OMP) – LPL: 2.50%
- Personal Wealth Portfolios Program (PWP) – LPL: 2.50%
- Model Wealth Portfolios Program (MWP) – LPL: 2.50%
- Manager Access Select Program (MAS) – LPL: 3.00%
- Guided Wealth Portfolios (GWP) – LPL: 1.35%
- 55IP – Charles Schwab: 2.00%
Location
3120 Southwest Frwy, Suite 500, Houston, TX, 77098
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
William operates Sovereign Coast Wealth Advisors as a DBA and Sovereign Coast Capital Management for tax/investment purposes, dedicating full-time hours to the latter. He also sells non-variable insurance through Crump, spending minimal time on it, and runs WLVproPhoto photography business for about 10-20% of his time.
Employment History
Current Registrations
Sovereign Wealth Advisors LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Sovereign Wealth Advisors LLC
LPL Financial LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Morgan Keegan & Company, INC.Broker
Lehman Brothers INC.Broker
Painewebber IncorporatedBroker
Rotan Mosle INC.Broker
State Registrations5 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.