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Credentials
Series 63, Series 65
Experience Industry experience
< 1 year
Location
New Rockford, ND 58356-2112
Sovereign Wealth Partners, LLC
Supported
Total advisors
2Clients per advisor
4 Very LowAvg AUM per client
$437,500 LowHNW client ratio
0% Very LowNadia Al Dayel is an advisor at Sovereign Wealth Partners, LLC, holding Series 63 and Series 65 licenses with less than one year of industry experience. Her prior work includes roles at Wealth Plus of the Dakotas, Inc. and the U.S. Department of Labor, among others. Sovereign Wealth Partners is a fee-based registered investment adviser that serves pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a disciplined investment approach combining Modern Portfolio Theory with fundamental and technical analysis and focuses on a concentrated set of plan and institutional clients.
Based on Sovereign Wealth Partners, LLC
Based on Sovereign Wealth Partners, LLC
ERISA plan services financial planning fixed fee ranging from $500 to $2,000 based on complexity
$0 - $100,000: 1.25% annually (maximum; negotiable) $100,001 - $500,000: 1.00% annually (maximum; negotiable) $500,001 - $1,000,000: 0.80% annually (maximum; negotiable) $1,000,001 - $2,000,000: 0.50% annually (maximum; negotiable) $2,000,001+: 0.40% annually (maximum; negotiable)
$125 per hour for financial planning and consulting services
Account minimum: $10,000 Fee-only: Financial planning at $125/hour; ERISA plan financial planning hourly at $125/hour or fixed fee $500-$2,000 (negotiable)
New Rockford, ND
426 7th Ave South
New Rockford ND 58356-2112
Advisors at this office
2
North Dakota
< 1 year of industry experience
Wealth Plus of the Dakotas, Inc.
2025 - 2026 • 1 year
Aberdeen, SD
US Dept. Of Labor
2021 - Present • 5 years
Washington, DC
Choice Incorporated
2019 - 2019 • 1 year
Washington, DE
University of Nottingham
2018 - 2018 • 1 year
Nottingham
Critical Research and Analysis, LLC
2018 - 2021 • 3 years
Washinton, DC
University of Nottingham
2018 - 2019 • 1 year
Nottingham
University of Nottingham
2017 - 2018 • 1 year
Nottingham
Education Bureau of Hong Kong
2013 - 2017 • 4 years
Hong Kong
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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