Sovereign Wealth Advisors LLC
Sovereign Wealth Advisors, LLC, based in Houston, Texas, is a registered investment adviser specializing in providing a wide array of investment advisory services to individuals and various client types. Established in 2015, the firm is solely owned by Russell Gebhard. Their services include Wrap Comprehensive and Comprehensive Portfolio Management, financial planning, educational seminars, retirement plan consulting, and sponsored advisory programs through LPL Financial and Charles Schwab. Clients can expect a minimum account value of $10,000 for certain services. The firm charges fees ranging from 2.8% to 3.0% for their management services, billed quarterly in advance. Sovereign Wealth Advisors does not accept performance-based fees and acts as a fiduciary, placing clients' best interests first. Clients have the option to grant investment discretion to the firm, allowing them to execute transactions on their behalf. The firm does not have custody of client funds or securities and does not accept proxy authority to vote client securities. Sovereign Wealth Advisors does not pay referral fees and has not been involved in any legal or disciplinary events.
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].