Kody Brown is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Pasadena, CA, with 7 years of industry experience. Kody 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 7 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.
Contact
Kody Brown
Location
201 S. Lake Avenue, Suite 500, Pasadena, CA, 91101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kody operates under the DBAs Sterling Financial Group and Sterling Group Wealth Management for his LPL business and independent investment advisor firm, respectively. He dedicates nearly full-time hours to these investment-related activities, providing administrative services through The Sterling Group.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Sterling Financial Group, INC.
Previous Registrations
LPL Financial LLCBroker
State Registrations1 state
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