Michael Benjamin Assam

Sovereign Investment Advisors LLC

12 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Sovereign Investment Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

38 clients

Average Client Portfolio

$78.7M average

Assets Under Management

$3.0B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

3930 E Ray Road Suite 170, Phoenix, AZ, 85044

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History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Michael spends nearly all of his time during market hours working for Sovereign Consulting as Senior Vice President. Sovereign Consulting is an affiliate of Sovereign Investment Advisors.

Employment History

Current Registrations

Sovereign Investment Advisors LLC

January 2013 - Present · 13 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.