Sequent Planning provides investment advice and financial planning services. Services include asset management, financial planning, and retirement plan services. Sequent Planning may use third-party money managers. Financial plans cover investment, retirement, insurance, and tax planning. The firm also offers limited-scope engagements focusing on specific areas of concern.
Assets Under Management$390M
Clients5,102
Advisors90
Avg. per Client$77K
Avg. per Advisor$4.4M
Fee Structure
Minimum Investment:None
Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
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Location
90 Advisors at this firm
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