Sovereign Capital LLC offers discretionary and non-discretionary portfolio management services to individuals. Investment advice is tailored to meet clients' needs and investment objectives. Sovereign Capital may invest client assets according to model portfolios developed by unaffiliated investment managers. The firm also provides advice on IRA rollovers, acting as a fiduciary in the client's best interest.
Assets Under Management$2.7M
Clients3
Advisors1
Avg. per Client$890K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual portfolio management fee varies between 0.65% to 1.25% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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