Sovereign Investment Advisors LLC
Assets Under Management
$3.0B
Number of Clients
38
Number of Advisors
6
Average Client AUM
$78.7M
AUM per Advisor
$498.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sovereign Investment Advisors, LLC (SIA) offers discretionary and non-discretionary portfolio management services tailored to client needs. They advise on asset allocation, select investment managers, and provide ongoing monitoring and reporting. SIA also offers pension advisory services to employee benefit plans. The firm adheres to the Global Fiduciary Standard of Excellence.
Fee Structure
SIA's fee for portfolio management is based on a percentage of assets under management. The minimum account size is $1,000,000, but this may be waived at SIA's discretion. Fees are billed in arrears, either monthly or quarterly. The annual investment advisory fee is negotiable, depending on individual client circumstances. Alternatively, SIA may charge an annual fixed fee for investment management services, typically ranging from $15,000 to $200,000. Advisory fees charged by third-party money managers are separate from SIA's fees.
Areas of Practice
Location
3930 E Ray Road Suite 170, Phoenix, AZ, 85044