Tresten Joseph is a registered investment advisor at Sovereign Investment Advisors LLC, based in Phoenix, AZ, with 5 years of industry experience. Tresten operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 41 clients with $3.3B 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 $15.0M | 1.00% |
| $15.0M - $75.0M | 0.50% |
| $75.0M - $120.0M | 0.35% |
| $120M+ | 0.20% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
3930 E Ray Road Suite 170, Phoenix, AZ, 85044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Tresten works for Sovereign Consulting (an affiliate of SIA) as Vice President. This takes about a quarter of his time during market hours.
Employment History
Current Registrations
Sovereign Investment Advisors LLC
State Registrations1 state
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