William Venter
William Venter is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Akron, OH, with 22 years of industry experience. William 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2012Other Business ActivitiesSells Insurance
William is a Managing Director at Sequoia Financial Group, LLC, dedicating full-time hours to wealth management and financial planning. He also receives minimal residual commissions from past life and disability insurance cases written before joining Sequoia.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Linsco/private Ledger CORP.
State Registrations2 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.