Sovereign Investment Advisors (SIA) offers investment advice and manages portfolios for various clients, including Native American tribes, retirement plans, and individuals. SIA can manage your investments directly or recommend third-party money managers. SIA also offers pension advisory services to employee benefit plans. SIA's approach is governed by the Global Fiduciary Standard of Excellence.
Assets Under Management$3.3B
Clients41
Advisors6
Avg. per Client$81M
Avg. per Advisor$550M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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