Sovereign Capital Advisers provides non-discretionary investment advisory and consulting services, meaning clients always retain final authority over their own investment decisions and trades. Sovereign Capital Advisers does not manage investment portfolios on a day-to-day basis, maintain custody of client funds, or execute securities transactions. Instead, the firm offers a wide range of fixed-fee and hourly services, including investment consulting, portfolio education, financial planning, business and strategic advisory, capital markets consulting, private capital readiness, corporate governance consulting, and risk management readiness. Additionally, Sovereign Capital Advisers operates an educational division, Sovereign Capital Market Intelligence, which publishes research reports, economic commentary, and financial literacy materials. The firm is owned and controlled by Andron Martin.
Fee Structure
Sovereign Capital Advisers charges for investment advisory services on an hourly or fixed-fee basis rather than taking a percentage of your portfolio:
- Hourly rate — $250 per hour, billed monthly in arrears in one-tenth-hour increments
- Fixed-fee investment consulting — $2,500 per project, covering investment consulting, portfolio education, allocation reviews, risk reviews, and investment policy observations
The firm does not execute trades, manage money on a day-to-day basis, or charge asset-based fees.