Thomas Fortenberry is a registered investment advisor at Sovereign Asset Advisors LLC, based in Cedar Park, TX, with 5 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 6 clients with $2.5M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1000K | 1.30% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.10% |
If a sub-adviser is engaged, their fee is incorporated into this schedule.
Fee Estimator
Location
Cedar Park, TX
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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.
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Thomas is an attorney with his own law practice since 2009, taking about half his time. He is also a licensed real estate agent and a trustee for private trusts, each requiring minimal time.
Employment History
Current Registrations
Sovereign Asset Advisors LLC
State Registrations1 state
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