Sequoia Financial Advisors offers wealth planning, consulting, and investment management services to individuals, families, and institutions. Sequoia may recommend model portfolios or custom portfolios. They may also recommend independent investment managers or private funds. Sequoia also offers estate document preparation and review through a third party.
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.
