Sovereign Financial Services (SFS) helps clients define their financial goals and create strategies to achieve them. SFS offers investment management, financial planning, and investment consulting. SFS works with individuals, businesses, trusts, estates, and retirement plans. The firm is compensated through fees paid by clients and may receive commissions on the sale of life and annuity products.
Assets Under Management$29M
Clients63
Advisors2
Avg. per Client$460K
Avg. per Advisor$15M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1M+ | 0.60% |
SFS may agree to aggregate the assets of family members for fee calculations. A flat-fee arrangement is available, which is negotiated at the time of signing the contract.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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