Advisor at Sovran Advisors, LLC
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Location
Pacific Beach, WA
Credentials
Series 66
Industry experience
19 years
Richard Reith is a financial advisor with Sovran Advisors, LLC, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network and Stifel Independent Advisors. Outside of his advisory work, he is involved in managing a property business, Lost at Sea, LLC. Sovran Advisors serves individuals, high-net-worth clients, charitable and corporate entities, and retirement plans, offering a range of financial planning and investment advisory services. The firm employs a combination of advisor-managed and model portfolios, unified managed accounts, and third-party managers to tailor strategies based on client objectives.
Based on Sovran Advisors, LLC
Based on Sovran Advisors, LLC
Fixed fees for one-time financial planning services ranging from $2,500 to $80,000; ongoing fixed fees $2,500 - $80,000 annually.
$0+: Advisor fee up to 2.0% annually, negotiable, may be tiered, flat, or linear $0+: Technology fee: 0.06% annually on APM and UMA Program Platforms $0+: Sovran Managed Portfolio Model Fee (APM only): 0.01% to 0.13% annually $0+: Administration Fee (UMA only): varies by custodian and portfolio, disclosed separately $0+: Strategist Fee (UMA only): varies by selected Strategist, disclosed separately $0+: AssetMark Platform minimums: $6,000 for qualified accounts, $10,000 for non-qualified accounts; Platform Fee tiered with minimum $90 per quarter $0+: SEI Program fees vary by model and are charged separately
Certain representatives receive commissions as registered representatives and/or insurance agents for insurance and securities products.
Hourly fees range from $250 to $750 per hour for financial planning services.
Account minimum: $25,000 Minimum fee: Fixed fees ranging from $2,500 to $80,000 for one-time or ongoing financial planning services; initial setup fees $1,000 - $15,000 for ongoing services Fee-only: Fixed fees $2,500 - $80,000 and hourly fees $250 - $750 per hour for financial planning services
Pacific Beach, WA
Texas · Washington
Sovran Advisors Llc Crd 329415
2025 - Present (1 year)
Cetera Wealth Services, LLC
2025 - Present (1 year)
Beach Therapy LLC
2025 - Present (1 year)
PLR Wealth Management
2025 - Present (1 year)
Lost at Sea, LLC
2024 - Present (2 years)
Stifel Independent Advisors, LLC
2024 - Present (2 years)
Wells Fargo Advisors Financial Network LLC
2010 - 2024 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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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