Sovereign Asset Advisors offers financial planning and investment management services to individuals, families, small businesses, and retirement plans. The firm creates customized financial plans covering cash flow, debt management, employee benefits, risk management, retirement planning, education planning, tax strategies, estate planning, and divorce consultation. For investment management, Sovereign Asset Advisors uses active investment management and value investing strategies, potentially engaging sub-advisers.
Assets Under Management$2.5M
Clients6
Advisors1
Avg. per Client$420K
Avg. per Advisor$2.5M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1000K | 1.30% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.10% |
If a sub-adviser is engaged, their fee is incorporated into this schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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