Nadia Al-Dayel is a registered investment advisor at Sovereign Wealth Partners, LLC, based in New Rockford, ND. Nadia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 14 clients with $62M 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees are negotiable and may be reduced for combined household accounts.
Fee Estimator
Location
426 7th Ave South, New Rockford, ND, 58356-2112
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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 →Employment History
Current Registrations
Sovereign Wealth Partners, LLC
Previous Registrations
Wealth Plus of the Dakotas, INC.
State Registrations1 state
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