Sequoia Wealth Management offers investment management services where they create and supervise investment portfolios based on your goals and risk tolerance. They also offer financial planning and consulting services covering areas like retirement, estate, tax, and education planning. Sequoia Wealth may recommend third-party money managers or strategists. They also offer retirement plan consulting services to employer plan sponsors.
Fee Structure
Sequoia Wealth Management offers investment management services. The maximum annual advisory fee is 2.50%, but the actual fee will depend on the complexity of your situation. Fees are deducted from your account quarterly. Sequoia Wealth may recommend third-party money managers through platforms like LPL or AssetMark, with maximum fees described in the brochure. The firm also uses LPL-sponsored programs with fees up to 3.00%, except for the Guided Wealth Portfolios Program, which charges 1.00%.