Sequoia Wealth Management Group offers investment management and financial planning services to individuals and small businesses. They start with a Discovery Meeting to understand a client's values, goals, and risk tolerance. Sequoia creates an investment plan and manages investments with discretionary authority. Financial planning services include life goal planning, business planning support, retirement planning, estate and trust planning, and insurance assistance.
Assets Under Management$240M
Clients90
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$240M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$7,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.60% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees include financial planning and consulting services. Minimum quarterly fee of $1,750. Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...