Shawn Miller is a registered investment advisor at Sovereign Financial Services, LLC, based in Phoenix, MD, with 10 years of industry experience. Shawn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 145 clients with $92M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable for accounts valued over $1,000,000. Financial planning fees may be waived for clients choosing investment management services.
Fee Estimator
Location
12 Brocster Ct, Phoenix, MD, 21131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sovereign Financial Services, LLC
State Registrations2 states
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