Sovereign Legacy, Inc.

Sovereign Legacy, Inc. (CRD# 155976) is a financial advisory firm headquartered in , . They manage $26,741,374 in 243 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $110,047
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IA, ID, IN, KS, MN, NC, NM, NY, OH, TN, TX, UT

Financial Advisors at Sovereign Legacy, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Gary E. Schantz
CRD#: 1542754
1875 Old Alabama Road, Suite 730, Roswell, GA 30076
96
Wealthminder
score

Gary Schantz (CRD# 1542754) is an Investment Advisor Representative working at Sovereign Legacy, Inc. in Roswell, GA and has over 29 years of experience in the finance industry.

2
Jeffrey J. Hovermale
CRD#: 2104629
Longwood, FL
93
Wealthminder
score

Jeffrey Hovermale (CRD# 2104629) is an Investment Advisor Representative working at Sovereign Legacy, Inc. in Longwood, FL and has over 16 years of experience in the finance industry.

3
Frank E. Pagan
CRD#: 2305449
Longwood, FL
81
Wealthminder
score

Frank Pagan (CRD# 2305449) is an Investment Advisor Representative working at Sovereign Legacy, Inc. in Longwood, FL and has over 17 years of experience in the finance industry.

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