Edward Scoby
Edward Scoby is a CFP-designated registered investment advisor at Sequoia Wealth Management, LLC, based in South Barrington, IL, with 18 years of industry experience. Edward 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual advisory fee is 2.50%. Fees are negotiable depending on the scope and complexity of the engagement.
Fee Estimator
Location
200 Applebee Street, Suite 208, South Barrington, IL, 60010
Get directionsHistory
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
Edward works with One Resource Group to provide life insurance, long-term care insurance (LTCI), and fixed annuities, dedicating minimal time to this activity. He also spends about a quarter of his time with Sequoia Wealth Management as a registered investment advisor hybrid, and the majority of his time on Ironwood Family Wealth Advisors, LLC and Ironwood Health Care Wealth Advisors.
Employment History
Current Registrations
Sequoia Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
State Registrations10 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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