Sovereign Asset Management offers portfolio management using diversified portfolios and a systematic strategy. They may use third-party investment managers. They recommend mutual funds, exchange-traded funds, and exchange-listed equity securities. Sovereign also offers financial planning services tailored to each client's needs, covering investment planning, retirement, estate, education, and more. They gather information to match goals with risk tolerance and consider tax status, investment background, and objectives.
Assets Under Management$150M
Clients337
Advisors2
Avg. per Client$450K
Avg. per Advisor$75M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 2.50% |
| $249K - $499K | 2.25% |
| $499K - $749K | 2.00% |
| $749K - $1000K | 1.75% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.25% |
Fees are negotiable and may be reduced by aggregating investments.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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