Charles Ieuter
Charles Ieuter is a ChFC-designated registered investment advisor at Sequoia Wealth Management, LLC, based in Wilmette, IL, with 42 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,640 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual advisory fee is 2.50%. Fees are negotiable depending on the scope and complexity of the engagement.
Fee Estimator
Location
413 Linden Avenue, Wilmette, IL, 60091
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles provides investment advisory services through Sequoia Wealth Management and is also affiliated with Sequoia Financial Network. He is an independent agent offering life and health insurance, and is the President of Secure Futures Ltd. dealing with property and casualty insurance.
Employment History
Current Registrations
Sequoia Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
Allmerica Investments, INC.Broker
Sma Equities, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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