Myles Boege
Myles Boege is a CFP-designated registered investment advisor at Sovereign Financial Group, INC., based in Smithtown, NY, with 16 years of industry experience. Myles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,246 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sovereign Financial Group's investment management fee is based on the value of your portfolio and can range up to 3.00% annually. The exact fee depends on the complexity of your situation, the amount you invest, and your overall relationship with Sovereign. Fees are billed quarterly. Clients may also incur additional fees related to the Sovereign Align Program. Sovereign may be compensated for offering the StoneCastle cash management solution. Clients that have 1 million or more in assets under management with Sovereign will not be charged a fee for this service. For clients with less than 1 million in assets under management the fee for this service is 0.20%. Sovereign receives an admin/service annual fee of 0.20% of the value of the Client’s Flourish Cash account if a Client participates in the cash management program from Flourish.
Location
Smithtown, NY
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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
Myles sells insurance through Innovative Underwriters Inc. and Mass Mutual, dedicating a few hours per week to this activity. Myles also has an inactive LLC, First Assist Planning LLC, which was originally used for receiving revenue from his RIA business.
Employment History
Current Registrations
Sovereign Financial Group, INC.
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, LLCBroker
State Registrations1 state
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