SOVEREIGN ADVISOR SOLUTIONS

Work as a true fiduciary and deliver to your clients the complete and unbiased access to the financial planning resources and investment products they should have. We have two preferred custodians that you and your clients can choose from: Raymond James and Charles Schwab. However, since we are a true "open architecture" RIA, we can also work with any other custodian you may prefer... Take advantage of our scale as we deliver to you all the staff support, compliance, technology and infrastructure you need -- likely at a cost far less than if you tried to recreate all this infrastructure yourself... We have the ability to facilitate billing on "Outside Assets" -- assets that are not held by one of our primary custodians (for example, annuities, 401Ks, 529, etc...)

Primary location: New York United States