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Sovereign International Asset Management, Inc. (Clearwater)


Sovereign International Asset Management, Inc. is a large advisory firm based in Clearwater. It manages $36.62 million of regulatory assets for 381 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Florida.

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Sovereign International Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sovereign International Asset Management: assets under management

The assets under management (AUM) of Sovereign International Asset Management, Inc. is $36.62 million. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.43 million in discretionary accounts and $193.36 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $96.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $96.68 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sovereign International Asset Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Clearwater

The principal office where Sovereign International Asset Management, Inc. performs its advisory services is located at 28050 U. S. Highway 19 N., Clearwater, FL 33761, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-784-4841 or by fax 727-784-6181. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.worldwideplanning.com.


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