Sequoia Planning & Investments offers investment advice and management to individual clients. The firm manages accounts on both a discretionary and non-discretionary basis, primarily recommending institutional-class mutual funds and exchange-traded funds. They also provide advice on financial planning matters, taxation issues, and estate planning. The firm is fee-only, meaning they don't accept commissions and actively seek to avoid conflicts of interest.
Assets Under Management$160M
Clients34
Advisors1
Avg. per Client$4.8M
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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