Schad Tenbroeck
Schad Tenbroeck is a registered investment advisor at Sequoia Financial, LLC, based in Visalia, CA, with 6 years of industry experience. Schad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 145 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
The annual management fee may be lower at the firm’s discretion.
Fee Estimator
Location
204 North Floral Ave, Suite A, Visalia, CA, 93291
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Schad is the owner and insurance agent at Tenbroeck Insurance Services since 2016, conducting insurance sales. This takes about 10-20% of Schad's time.
Employment History
Current Registrations
Sequoia Financial, LLC
State Registrations2 states
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.