Michael Wasylyshyn
Michael Wasylyshyn is a registered investment advisor at Sequoia Financial Group, L.L.C., based in Mayfield Heights, OH, with 37 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 11,218 clients with $32B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Financial Advisors charges for investment management as a percentage of your portfolio, a flat retainer, or through legacy fee structures. The exact fee is negotiable based on your financial situation, the amount of your investments, and the complexity of your needs. Fees are typically billed quarterly in advance, quarterly in arrears, or monthly in advance.
While the firm does not currently impose a minimum account size for investment management, fee arrangements vary widely based on your specific client agreement.
Location
6095 Parkland Blvd, Suite 210, Mayfield Heights, OH, 44124
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2019Other Business ActivitiesSells Insurance
Michael sells insurance through Financial Planners of Cleveland, Inc. DBA NCA Financial Planners, dedicating minimal time. He is also an investment advisor representative of Independent RIA Financial Planners of Cleve, Inc. DBA NCA Financial Planners, spending nearly full-time advising clients on investments.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Nca Financial Planners
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Kemper Securities Group, INC.Broker
Prescott, Ball & Turben, INC.Broker
State Registrations1 state
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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