Commission or fee based,
our IA or yours, dual registered, or hybrid:
it's your choice.
Part of true independence with Sovereign means that we will continue to offer our advisors more options that fit YOUR business. We believe that regardless the type of advisor, it's up to us to provide the right infrastructure in order for you to succeed...period.
When you select the model that best fits your practice, know that whatever path you choose, you can rely on us to deliver flexible, holistic support that works for you today and as your business grows.
Our 4 most basic goals and beliefs at Sovereign:
1. Provide you with the best support in the industry.
(An absolute must for our CEO(or heads roll))
2. Be Ultra responsive. Be there when you need us.
(This needed to be done yesterday work mentality)
3. Provide direction, if needed, for you to make any and all of your decisions.
(We hate confusion and uncertainty)
4. Contribute to your ability to create a better work and home life balance.
(What else are we doing this for)