Sequence Analytix, LLC is an investment advisor that works with clients to determine their risk tolerance and create an Investment Policy Statement. Sequence Analytix then uses this statement to manage the client's account, typically with discretionary authority. The firm uses market analysis and asset allocation strategies to manage investments. Sequence Analytix does not sponsor a wrap fee program.
Assets Under Management$37M
Clients34
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$37M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
The management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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