Sequentis Capital offers investment advice and financial planning to individuals, high net worth individuals, family offices, trusts, estates, charities, foundations, and endowments. Sequentis manages investments with an asset allocation approach, focused on growing and protecting wealth. Financial planning services cover investment, retirement, personal savings, and education savings. Sequentis may refer clients to other specialists like accountants and attorneys.
Fee Structure
Sequentis Capital's investment management fees range from 0.18% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid monthly, based on the value of your portfolio at the end of the prior month. Fees may be negotiable.