Sequoia Financial Advisors offers comprehensive wealth planning, consulting, and investment management services to individuals, high-net-worth individuals, charitable institutions, and businesses. Founded in 2000 and based in Akron, Ohio, Sequoia Financial Advisors helps clients navigate retirement planning, tax strategies, estate planning, insurance, and business succession. The firm manages investment portfolios using model portfolios, custom stock and bond strategies, and independent managers. Additionally, Sequoia Financial Advisors operates specialized divisions for high-net-worth family wealth and trust support services. Clients can access online aggregation tools to view all their assets in one place. Sequoia Financial Advisors is legally required to act in your best interest when providing retirement advice.
Fee Structure
Sequoia Financial Advisors charges for investment management as a percentage of your portfolio, a flat retainer, or through legacy fee structures. The exact fee is negotiable based on your financial situation, the amount of your investments, and the complexity of your needs. Fees are typically billed quarterly in advance, quarterly in arrears, or monthly in advance.
While the firm does not currently impose a minimum account size for investment management, fee arrangements vary widely based on your specific client agreement.
