Ryan Nagle is a registered investment advisor at Sequentis Capital LLC, based in Boston, MA, with 14 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 76 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequentis Capital's investment management fees range from 0.18% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid monthly, based on the value of your portfolio at the end of the prior month. Fees may be negotiable.
Location
I International Pl, Suite 1400, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sequentis Capital LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations1 state
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