Lions Gate Sovereign Capital offers financial planning and asset management services. They focus on identifying long-term market trends to allocate investments. The firm specializes in individualized investment advice, focusing on domestic stocks, fixed income, currencies, and commodities. They use cyclical and technical analysis to make investment decisions. The firm also offers a web-based education program called Rapid Transformation Wealth.
Assets Under Management$41M
Clients81
Advisors2
Avg. per Client$510K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Asset Management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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