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Richelle Durkin

Sequoia Financial Group, L.L.C.
14 Years of Experience
Troy, MI
7 Disclosures
View SEC Summary
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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, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 11,218 clients with $32B in assets under management.

Sequoia Financial Group, L.L.C.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
259 advisors
Number of Clients
11,218 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$32.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)

Sequoia Financial Advisors charges for investment management as a percentage of your portfolio, a flat retainer, or through legacy fee structures. The exact fee is negotiable based on your financial situation, the amount of your investments, and the complexity of your needs. Fees are typically billed quarterly in advance, quarterly in arrears, or monthly in advance.

While the firm does not currently impose a minimum account size for investment management, fee arrangements vary widely based on your specific client agreement.

View Full SEC Brochure

Location

5480 Corporate Drive, Suite 100, Troy, MI, 48098

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History

Regulatory History (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
May 2021
Final
Financial
April 2021
Pending
Financial
April 2021
Pending
Financial
November 2020
Final
Financial
October 2020
Final
Financial
September 2020
Pending
Financial
February 2020
Final
View Full SEC ReportHow to Read Disclosures
Other 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.
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Ljpr Financial Advisors
October 2014 - December 2018 · 4 yrs 2 mos
Robinson Capital Management, LLC
January 2013 - March 2016 · 3 yrs 2 mos
Telemus Investment Management, LLC
January 2012 - January 2013 · 1 yr
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
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