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William Bevill

Sovereign Wealth Advisors LLC
49 Years of Experience
Houston, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
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William Bevill is a registered investment advisor at Sovereign Wealth Advisors LLC, based in Houston, TX, with 49 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 1,275 clients with $630M in assets under management.

Sovereign Wealth Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,275 clients
Average Client Portfolio
$490K average
Assets Under Management
$625.1M

Fee Structure

Minimum Investment:$5K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual fee is 2.50% and is negotiable based on account size, complexity, and other factors. Sponsored platform programs may have different fee schedules ranging up to 2.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

24 Greenway Plaza, Suite 1895, Houston, TX, 77046

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
January 2020 - Present · 6 yrs 9 mos
LPL Financial LLCBroker
January 2010 - Present · 16 yrs 9 mos
Previous Registrations
Sovereign Wealth Advisors LLC
June 2015 - December 2019 · 4 yrs 6 mos
LPL Financial LLC
February 2010 - September 2016 · 6 yrs 7 mos
Securian Financial Services, INC.
February 1995 - July 2009 · 14 yrs 5 mos
Securian Financial Services, INC.Broker
February 1995 - July 2009 · 14 yrs 5 mos
G. R. Phelps & CO., INC.Broker
September 1976 - February 1995 · 18 yrs 5 mos
State Registrations7 states
AKCACOCTFLNMTX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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