Sovereign Wealth Partners offers discretionary and non-discretionary investment management, along with financial planning and consulting services. Clients receive personalized portfolio monitoring, asset allocation, and investment selection based on their risk tolerance and time horizon. The firm also provides consulting services covering estate planning, taxes, retirement income, and insurance. Sovereign Wealth Partners works with individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate retirement plans.
Assets Under Management$62M
Clients14
Advisors2
Avg. per Client$4.4M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees are negotiable and may be reduced for combined household accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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