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, 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
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.
Exams
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