Are you one of the many people out there who have searched for a good fiduciary fee-only RIA only to find out that you didn’t qualify? That they required $500,000 or even $1,000,000 as a minimum investment? Maybe you thought you had no choice but to work with a cookie-cutter broker-dealer advisor who sells mutual funds for commissions.
At Sovereign Capital Vantage, we employ a different approach. Our average client has about $300,000 invested. If you are a millionaire already, we believe you’ll find our portfolios are excellent for your positions, and if you're still working on building your wealth, let’s talk and discuss what your roadmap would look like to get you to your goals.
We serve our neighbors who represent investors from all walks of life. We care for the financial future and success of Retired Individuals, Children, Physicians, Truckers, Engineers, Single Moms, Charities, Small Business Owners, Trust Companies and Teachers to name a few. Our clients represent a cross section of the fabric of our communities. We are expanding and currently have clients in Mississippi, Tennessee, Arkansas, Florida, Illinois, Indiana, Missouri, Michigan, Maryland, Massachusetts, New York, Ohio and Washington.
