Sovereign Wealth Advisors offers investment management and financial planning services. Investment management includes creating a portfolio of exchange traded funds, mutual funds, individual stocks or bonds. Financial planning covers investment, retirement, estate, charitable, education, and tax planning. They also offer educational seminars and retirement plan consulting for employers.
Assets Under Management$610M
Clients1,392
Advisors30
Avg. per Client$440K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Sovereign Wealth Advisors offers investment management through several programs. The fees vary depending on the program:
- Wrap Comprehensive and Comprehensive Portfolio Management: Maximum fee of 3.0% and 2.8% respectively.
- Optimum Market Portfolios Program (OMP) – LPL: 2.50%
- Personal Wealth Portfolios Program (PWP) – LPL: 2.50%
- Model Wealth Portfolios Program (MWP) – LPL: 2.50%
- Manager Access Select Program (MAS) – LPL: 3.00%
- Guided Wealth Portfolios (GWP) – LPL: 1.35%
- 55IP – Charles Schwab: 2.00%
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Location
30 Advisors at this firm
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