Sovereign Financial Group offers investment advisory services, including portfolio management and financial planning. They tailor their advice to your financial goals and risk tolerance. They offer three programs: Sovereign Investment Program (portfolio management), Sovereign Legacy Program (includes financial planning), and Sovereign Wealth Management Program (includes tax and estate planning coordination). They may recommend third-party investment advisors and will monitor their performance.
Assets Under Management$47M
Clients51
Advisors1
Avg. per Client$920K
Avg. per Advisor$47M
Fee Structure
Sovereign Financial Group offers three programs with different fees:
- Sovereign Wealth Management Program: The annual fee is the greater of $12,000 or a percentage of your portfolio.
- Sovereign Legacy Program: The annual fee is the greater of $6,000 or a percentage of your portfolio.
- Sovereign Investment Program: The annual fee is the greater of $1,200 or a percentage of your portfolio.
Fees are calculated based on the value of your account at the end of the previous quarter and are payable in advance. Fees may be negotiable in certain circumstances.
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