Sovereign Global Advisors (SGA) offers ongoing portfolio management services, helping clients determine their investment objectives based on risk tolerance, age, income, and financial goals. SGA develops and implements strategies using investments managed by them or third-party managers. SGA also offers financial planning services, including budget, education, retirement, and insurance plans. Clients can choose a comprehensive plan or individual services. SGA is also a broker/dealer, creating a conflict of interest if clients use SGA for securities transactions, as this generates additional fees for SGA.
Assets Under Management$3.6M
Clients11
Advisors4
Avg. per Client$330K
Avg. per Advisor$900K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1M+ | 1.50% |
Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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