Sovereign Capital Vantage, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,107,796
Total clients
95
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
95
Average account size
$253,766
Client services
Fee options
$150 per hour for financial planning and consulting services
Account minimum: $100,000 (with discretion to accept lower amounts) Fee-only: Financial planning and consulting services at $150 per hour, negotiable
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Sovereign Capital Vantage, Inc.
Ashland VA, United States
Number of offices
3
Forms ADV
Quick links
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