Sovereign Capital Vantage (SCV) offers financial planning and investment management services. SCV provides ongoing portfolio management based on individual client goals, time horizons, and risk tolerance. They also offer financial planning and consulting services on an hourly basis, covering topics like wills, estate plans, investments, retirement income, and taxes. SCV uses a third party platform to facilitate management of held away assets, with discretion.
Assets Under Management$27M
Clients68
Advisors2
Avg. per Client$390K
Avg. per Advisor$13M
www.facebook.com/scvwealthmanagement ·www.linkedin.com/in/marc-thompson-b9b4a498 ·www.scvwealthmangement.com
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are based on the value of the assets held in each account and will be charged at a flat rate not exceeding 1.75%. The annual fee is negotiable and may be reduced for combined household accounts.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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