Michael Assam is a registered investment advisor at Sovereign Investment Advisors LLC, based in Phoenix, AZ, with 13 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 41 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 1.00% |
| $15.0M - $75.0M | 0.50% |
| $75.0M - $120.0M | 0.35% |
| $120M+ | 0.20% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Location
3930 E Ray Road Suite 170, Phoenix, AZ, 85044
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael spends nearly all of his time during market hours working for Sovereign Consulting as Senior Vice President. Sovereign Consulting is an affiliate of Sovereign Investment Advisors.
Employment History
Current Registrations
Sovereign Investment Advisors LLC
State Registrations1 state
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