For Your Future
Wealth management at Sovereign Financial is more than investment solutions. Our advice is based upon a deep understanding of your entire financial picture.
Here’s Our Simple Process
To Financial Well-being
Discuss Your Circumstances
The first step will be to get together for an informal chat where we can learn about your circumstances and your goals.
Create Your Individual Plan
We’ll create a plan tailored perfectly for you. With no hidden agenda, the plan will be all about what’s best for you, not us.
Meet & Review Your Plan
Finally, we’ll get back together to review your individual plan and make sure that you’re completely happy with it.
Frequently Asked Questions
Is there a cost for the first meeting?
No, we use this first discovery meeting to determine whether we can effectively be of service to you, as well as to allow you to evaluate us. In other words, it’s a time for us to get to know one another; there is no charge for the meeting.
What is your fee and how are you paid?
Sovereign charges a 1% Flat Fee of assets under management for Financial Planning and Advisory services. Your account will be billed ¼% every quarter for a total of 1% for the year. This aligns our goals, we want your money to grow as much as you do.
Why use a Financial Advisor?
Investing, when done properly, is a long term commitment requiring research and measured analysis. Emotions must be kept level when approaching the investing arena.
Many a fortune has been destroyed by decisions made in a moment of fear or an instant of fearlessness. A financial advisor is trained to maneuver with deliberation through the increasingly complex financial markets with their client’s financial plan and well-being in mind.
Why choose a Fee-Only Advisor?
As a fee-only investment manager, Sovereign Financial is obliged to no one other than our clients, totally independent from outside sources.
“Fee-only” means that we receive no other compensation other than the fee you pay; we do not sell products. This arrangement does not provide an incentive for the advisor to make recommendations for the purpose of generating a higher commission and ensures that our recommendations are made with your best interests at heart!
Are You Getting The BestFrom Your Existing Portfolio?
If you’re worried about your existing plan, or just don’t know if it’s working for you, come and get some free and impartial advice from us today.