Michael Hatch
Michael Hatch is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Akron, OH, with 36 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,771 clients with $23B 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 services as a percentage of the value of your investments or as a fixed retainer. The exact fee is negotiable based on your financial situation, the amount you invest, and the complexity of the services provided. Fees are billed either quarterly in advance, quarterly in arrears, or monthly in advance. Sequoia may also recommend that clients invest in an affiliated exchange traded fund, which creates a conflict of interest.
Location
3500 Embassy Parkway, Akron, OH, 44333
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Regulatory History (1)
Customer Dispute
July 1995Other Business ActivitiesSells Insurance
Michael is involved in several business activities, including independent insurance sales since 2001, dedicating minimal time. He also acts in a fiduciary capacity as a successor trustee and provides asset management and financial planning services, spending nearly full-time on these investment-related activities.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Sterling Financial Group, INC.
Previous Registrations
LPL Financial LLC
The Sterling Group
LPL Financial LLC
LPL Financial LLCBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.