Sovereign Wealth Management provides investment management and financial planning services tailored to individual client needs. They offer advice on stocks, bonds, mutual funds, ETFs, and other investments. Sovereign also offers a crypto investment model program. Financial planning covers asset allocation, retirement, estate, and insurance planning. Clients are not obligated to act on recommendations.
Assets Under Management$71M
Clients212
Advisors1
Avg. per Client$330K
Avg. per Advisor$71M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable based on the size of the account, complexity of investment strategy and types of holdings. The firm also charges 1% annually for the Crypto Model Program and for the BitGo Crypto Program, Sovereign charges a 1% annual fee, a 0.60% technology fee, and a 0.30% spread on trading.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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