Sovereign Asset Management manages investment portfolios and provides personalized financial planning for individuals, families, and businesses. Sovereign uses broadly diversified portfolios consisting primarily of mutual funds, exchange-traded funds, and individual equities, aligning investments with each client's personal risk tolerance and time horizon. The firm also offers comprehensive financial planning services covering retirement, estate planning, education funding, tax strategies, and cash flow management. Sovereign operates with no account minimums and tailors strategies to individual goals.
Assets Under Management$180M
Clients350
Advisors2
Avg. per Client$500K
Avg. per Advisor$88M
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% |
| $1000K - $1.5M | 1.50% |
| $1.5M+ | 1.25% |
Fees are negotiable based on client relationship history or anticipated future relationships. Investments may be aggregated to reduce fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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