William Bevill
William Bevill is a registered investment advisor at Sovereign Wealth Advisors LLC, based in Houston, TX, with 49 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 1,392 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sovereign Wealth Advisors offers investment management through several programs. The fees vary depending on the program:
- Wrap Comprehensive and Comprehensive Portfolio Management: Maximum fee of 3.0% and 2.8% respectively.
- Optimum Market Portfolios Program (OMP) – LPL: 2.50%
- Personal Wealth Portfolios Program (PWP) – LPL: 2.50%
- Model Wealth Portfolios Program (MWP) – LPL: 2.50%
- Manager Access Select Program (MAS) – LPL: 3.00%
- Guided Wealth Portfolios (GWP) – LPL: 1.35%
- 55IP – Charles Schwab: 2.00%
Location
3120 Southwest Frwy, Suite 500, Houston, TX, 77098
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2009Other Business ActivitiesSells Insurance
William spends the majority of his time (100%) on Sovereign Coast Wealth Advisors, a DBA for his LPL business. He also dedicates minimal time to non-variable insurance sales, including life, health, disability, long-term care, and fixed annuities, and serves as a non-profit board member for Islander Athletic Fund.
Employment History
Current Registrations
Sovereign Wealth Advisors LLC
LPL Financial LLCBroker
Previous Registrations
Sovereign Wealth Advisors LLC
LPL Financial LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations7 states
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.