Gerald Knotek
Gerald Knotek is a CFP, PFS-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Akron, OH, with 25 years of industry experience. Gerald 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
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Gerald is the Executive Vice President at Sequoia Financial Group, LLC, spending full-time hours on wealth management and financial planning. He also owns GKSK, LLC, a consulting firm, and is a board member at Long Road Risk Management Services, LLC, a life insurance consulting and placement services firm, dedicating minimal time to this role.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Linsco/private Ledger CORP.
State Registrations4 states
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