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Sovereign Wealth Solutions, Inc. | Financial Advisor in Eden Prairie ,MN

574 Prairie Center Drive
Suite 135-277
Eden Prairie, MN 55346
Phone: (612) 251-3405

CERTIFIED FINANCIAL PLANNER, Independent Wealth Advisor


[Compare Mathew with other financial advisors in Eden Prairie, MN]

About

We are an independent CFP Practitioner and Registered Investment Advisor (RIA). Because we are an independent firm with no captive sales agreements, we align our clients' interests with our own. This means we are paid for our advice, not excessive product commissions. We feel this structure is the fairest, most ethical, and most effective client relationship.Thanks for visiting!

17 Years of Experience


  • CRD# 4016002
  • Insurance License# 20430268
  • Series 66

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General Information
Firm Start Year:   2007
No.of Employees:   2-4
Insurance License#:   20430268
Name of Custodial Firm:   Scottrade Investments
States Licensed in:   Insurance: FL, IN, IA, MD, MN, NM, OR, PA,
UT, WI

Investment Advisory: Please contact us.
Number of Years with Current Firm:   7
Work Experience:   Most recent:
2006 - Current: President, Sovereign Wealth Solutions, Inc.
2004- 2008: Senior Securities Trader, Wells Fargo Investments
I work with the following types of clients:   Businesses , Individual Investors , Investment Clubs


Services
Investment Types:   Bonds , Mutual Funds , Options & Futures , Stocks , Annuities , Insurance , Exchange Traded Funds (ETFs) , Socially Responsible Investments (SRI)


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Life
Non-Financial Organization Memberships:   Better Business Bureau, WiserAdvisor Network


Firm Information
Number of Advisors in Office:   Up to 10 employees
I work with clients as part of a team:   Yes
Firm's Number of Managed Clients:   40+
Advisor's Number of Managed Clients:   40+


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $100,000
Compensation Methods:   Hourly , Based on Assets , Flat Fee
Hourly Rate:   $325.00
Additional Details on Charges:   Fee schedule available upon request.



FAQs

  • Do you have a customer satisfaction or refund policy? Our client relationships are governed by clear and simple client agreements signed by both client and advisor. All fees are specified before service begins, and investment fees may never be raised. Any client may end or modify their relationship with us without approval from Sovereign Wealth Solutions.
  • What are your qualifications? What is your education background? Mathew Coyle (President & CEO) earned a Bachelors of Science degree from Drake University with a double major in both corporate finance and insurance (1999). He also holds a Masters degree in Economics from the University of St. Thomas in St. Paul, MN (2008). Mr. Coyle has over 17 years of experience in financial services and has been the principal of Sovereign Wealth Solutions since 2007.
  • What is your approach to financial planning? We specialize in retirement planning, financial planning, Capital Access Planning, and life insurance. Our strategies pay particular attention to risk-adjusted returns and efficient wealth transfer within family generations. Due to this focus, our strategies tend to be a bit more conservative and focus on wealth preservation and transfer.
  • What services do you offer? Retirement planning, financial planning, investments, life insurance, small business strategy, estate planning & reviews.
  • How many clients do you currently manage? We actively manage clients in both financial advisory and insurance planning. Our exact number of clients is kept confidential. References available upon request.
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DISCLAIMER

Please contact for updated disclosures.

Mathew Coyle, CFP

Mathew Coyle, CFP

CERTIFIED FINANCIAL PLANNER™ Certificant

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My Services


Financial Advice & Consulting

Our practice centers on three primary areas of client service. The first is risk-managed investing; the second is Capital Access Planning; and the third is area of focus is advice and fee-based planning.


Financial Planning for Individuals

We begin by obtaining a financial profile for each client based on need. Special attention will be paid to the risk profile of each client's portfolio as well as the "big picture" planning necessary to service each client.


Financial Planning for Businesses

We help businesses by providing planning services that allow them to: 1. Identify methods to minimize loss of capital. 2. Find intelligent methods for equipment financing & payment. 3. Obtain highly qualified business and estate planning needs.


News & Events


News

Sovereign introduces SPP for your employees!
When: 11/01/2013
Details:We have introduced a new program called the Sovereign Partners Program (SPP for short). If you would like to offer your employees (and hey, how about yourself?) an affordable savings plan without the cost of a 401k program, SPP may be for you! Features include: 1. Pre-paid financial services for your employees. 2. Fixed 0.75% fee on assets under management. 3. Affordable annual fees for the employer. And more! Call us today 612-251-3405


Communities Served

Belle Plaine Carver
Champlin Chanhassen
Chaska Cologne
Dayton Delano
Elko New Market Excelsior
Farmington Hamel
Hanover Hopkins
Inver Grove Heights Jordan
Lakeville Long Lake
Loretto Maple Plain
Mayer Mendota
Minneapolis Mound
New Germany New Prague
Newport Norwood Young America
Osseo Prior Lake
Rockford Rogers
Rosemount Saint Bonifacius
Saint Michael Saint Paul
Saint Paul Park Savage
Shakopee South Saint Paul
Spring Park Victoria
Waconia Watertown
Wayzata Webster
Young America

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM
Sat. 11:00 AM - 3:00 PM

Compensation Arrangements

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American Express

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