Cheryl Lutman is a CFP-designated registered investment advisor at Sequoia Financial Group, L.L.C., based in Dublin, OH, with 8 years of industry experience. Cheryl 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
5475 Rings Road, Suite 475, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cheryl works as a Director and Financial Advisor at Sequoia Financial Group, LLC, providing wealth management and financial planning services since July 2021. This role is full-time and investment-related.
Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
Previous Registrations
Wealthstone Advisors
State Registrations2 states
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