Brandon Blankenship
Brandon Blankenship is a registered investment advisor at Sequent Planning, LLC, based in Wirtz, VA, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 6,015 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Sequent Planning sets an annual fee cap of 1.75%. Individual investment adviser representatives have discretion to set fees within this limit, and fees are negotiable.
Fee Estimator
Location
98 Wirtz Rd, Suite 201, Wirtz, VA, 24184
Get directionsHistory
Regulatory History (1)
Financial
July 2017Other Business ActivitiesSells Insurance
Brandon is an insurance agent appointed with various companies since 2015, and owns Blankenship Financial Solutions LLC for insurance purposes. He also owns rental property and an online eBay store, dedicating minimal time to each, and works as an insurance agent for Futurity First Insurance Group.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Eagle Strategies LLC
Metlife Securities INC.
Mutual of Omaha Investor Services, INC.
State Registrations1 state
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.