Danielle Smith is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Akron, OH, with 10 years of industry experience. Danielle 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.
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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Danielle is a notary public, dedicating minimal time to this activity. She also works with Sterling Financial Group as a DBA for LPL business and as a registered investment advisor, spending nearly full-time hours providing administrative services.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Sterling Financial Group, INC.
Previous Registrations
LPL Financial LLCBroker
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.