Assets Under Management
$394.7M
Number of Clients
5,102
Number of Advisors
74
Average Client AUM
$77K
AUM per Advisor
$5.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sequent Planning provides asset management through models or third-party managers, and financial planning covering various topics. They also offer retirement plan services to sponsors and participants. Fees are negotiable and vary by advisor. The firm uses various analysis methods and investment strategies.
8420 West Dodge Road, Suite 110, Omaha, NE, 68114