Sequoia Financial provides financial planning and consulting services, including reviews of your financial situation, goals, and risk tolerance. They also offer investment management services through a wrap fee program with Altruist, LLC. Additionally, they provide non-ERISA retirement plan consulting services to qualified plans.
Assets Under Management$21M
Clients145
Advisors1
Avg. per Client$140K
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
The annual management fee may be lower at the firm’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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