Sovereign Wealth Office LLC offers investment management and financial planning services to individuals, high-net-worth individuals, charitable organizations, and businesses. SWO helps clients establish financial goals, provides investment advice, and manages investment portfolios. Financial planning covers areas like business planning, cash flow, college savings, employee benefits, estate planning, insurance, retirement planning, risk management, and tax strategies. SWO may utilize outside managers to assist with the management of client accounts.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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