Sovereign Financial Services manages investment portfolios using a diversified approach and collaborates with other advisors to create a comprehensive wealth management plan. Sovereign monitors progress toward financial goals and communicates regularly with clients to synchronize plans with new information.
Assets Under Management$92M
Clients145
Advisors2
Avg. per Client$640K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable for accounts valued over $1,000,000. Financial planning fees may be waived for clients choosing investment management services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...