Jose Garcia
Jose Garcia is a registered investment advisor at Sequent Planning, LLC, based in Bonita Springs, FL, with 6 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,102 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
Location
8897 Brighton Lane, Ste. 127, Bonita Springs, FL, 34135
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jose is the owner, president, and insurance agent for Safeharbor Management Group (dba SMG) since 2008. The insurance agency offers group insurance, Medicare supplement, individual health insurance, and voluntary supplemental insurance products, taking about a quarter of Jose's time.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Advisory Services Network
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.