Sequoia Wealth Management, LLC provides comprehensive asset management, financial planning, and consulting services to individuals, families, trusts, and businesses. Founded in 2014 and based in Barrington, Illinois, the firm offers customized portfolio management, retirement planning, estate planning, tax strategies, and education funding. Sequoia Wealth Management tailors its investment strategies to each client's specific risk tolerance and financial goals, utilizing individual securities, exchange-traded funds, mutual funds, and third-party managers or strategists. In addition to direct portfolio management, the firm provides advisory services through various programs sponsored by LPL Financial, including automated algorithmic portfolios and third-party manager programs. Sequoia Wealth Management also offers hourly or flat-fee financial planning and consulting services covering a broad range of topics from real estate analysis to debt management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual advisory fee is 2.50%. Fees are negotiable depending on the scope and complexity of the engagement.