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The fee is billed in advance or in arrears and is negotiable.","source":"SOVEREIGN FINANCIAL GROUP, INC FIRM BROCHURE, filed 5 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sovereign Financial Group use?","answer":"Sovereign Financial Group’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $833M and Charles Schwab & Co., Inc. (Westlake, TX), with $162M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sovereign Financial Group have?","answer":"Sovereign Financial Group has 23 investment adviser representatives registered with state securities authorities, out of 31 employees, and 23 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 10 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sovereign Financial Group invest in?","answer":"At the end of its last fiscal year, Sovereign Financial Group’s separately managed accounts held 58% exchange-traded equities, 32% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 3% other, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. 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on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}