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CFP

David Andrews

Sequoia Wealth Management, LLC
28 Years of Experience
Barrington, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

David Andrews is a CFP-designated registered investment advisor at Sequoia Wealth Management, LLC, based in Barrington, IL, with 28 years of industry experience. David 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.

Sequoia Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,640 clients
Average Client Portfolio
$366K average
Assets Under Management
$599.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum annual advisory fee is 2.50%. Fees are negotiable depending on the scope and complexity of the engagement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

200 Applebee Street, Suite 208, Barrington, IL, 60010

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

David is involved with One Resource Group selling non-variable insurance, dedicating minimal time. He also has several investment-related DBAs and is an IAR with Sequoia Wealth Management, spending about a quarter of his time on this.

Employment History
Current Registrations
Sequoia Wealth Management, LLC
March 2015 - Present · 11 yrs 7 mos
LPL Financial LLCBroker
April 2010 - Present · 16 yrs 6 mos
Previous Registrations
LPL Financial LLC
April 2010 - September 2016 · 6 yrs 5 mos
J.P. Morgan Securities INC.Broker
October 2008 - May 2010 · 1 yr 7 mos
J.p.morgan Securities INC.
October 2008 - May 2010 · 1 yr 7 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
August 2002 - September 2006 · 4 yrs 1 mo
Banc One Securities CorporationBroker
June 1998 - July 2006 · 8 yrs 1 mo
State Registrations7 states
COFLILINMNTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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