Tresten Joseph is a registered investment advisor at Sovereign Investment Advisors LLC, based in Tempe, AZ, with 6 years of industry experience. Tresten operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, 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. Under special circumstances, the firm may charge an annual fixed fee ranging from $15,000 to $200,000 instead of a percentage fee.
Fee Estimator
Location
Tempe, AZ
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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
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.
Exams
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