Two ways to reach us

Talk first, plan second.

If you want to know whether the fit is right, schedule a 30-minute conversation. If you have a specific question and aren’t ready for a meeting, send it below — we’ll reply within one business day.

Schedule a conversation

No obligation. No product pitch.

Thirty minutes by phone or video. We’ll get to know each other and figure out whether the fit is right.

Send a question

For when you don’t need a meeting yet.

Specific question about fees, services, or whether we’re right for your situation? Ask it directly.

The Sovran provides fiduciary advisory services. We do not sell financial products or receive commissions for recommendations. Submitting a form does not create an advisory relationship.

AUM = Assets Under Management — the total dollar value of client investments a firm oversees. Traditional advisors charge a percentage of that number, so fees rise as the portfolio grows.

Dimension	Traditional 1% AUM	The Sovran Fee Cap
How fees are calculated	A percentage of assets under management — every dollar costs more.	A flat fee for advisory services, capped at $15,000 within the program tier.
What happens as assets grow	Fees rise in lockstep with portfolio growth.	Asset growth alone does not increase fees beyond the cap.
Incentive structure	Advisor revenue grows with your wealth, not necessarily with your outcomes.	We’re paid for advice and execution — not for sitting on more dollars.
Cost predictability	Variable, year over year.	Stable, predictable, and stated in advance.
Transparency	Often buried in basis-point footnotes.	Published fee sheet, one-pager, and explicit ADV language.
Client alignment	Indirect.	We don’t hitch our wagon to your wealth.