Richelle Durkin
Richelle Durkin is a registered investment advisor at Sequoia Financial Group, L.L.C., based in Troy, MI, with 14 years of industry experience. Richelle 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
5480 Corporate Drive, Suite 100, Troy, MI, 48098
Get directionsHistory
Regulatory History (7)
Financial
May 2021Financial
April 2021Financial
April 2021Financial
November 2020Financial
October 2020Financial
September 2020Financial
February 2020Other Business Activities
Richelle works as a manager in asset management at Sequoia Financial Group, LLC, providing wealth management and financial planning services. This is a full-time commitment, taking up all of Richelle's time during trading hours.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Ljpr Financial Advisors
Robinson Capital Management, LLC
Telemus Investment Management, LLC
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.