Sequinox Wealth Management is a registered investment advisor based in Lancaster, Pennsylvania, offering portfolio management and financial planning services. The firm manages investment portfolios using a discretionary approach, meaning Sequinox Wealth Management makes investment decisions on behalf of clients based on their individual objectives and risk tolerance. Portfolios may utilize model portfolios or third-party money managers. In addition to managing investments, Sequinox Wealth Management offers financial planning services ranging from broad-based plans to targeted, single-subject consultations. The firm primarily serves individuals, including high-net-worth individuals, and charitable organizations, without imposing a minimum dollar amount to open an account. Sequinox Wealth Management also employs staff who are licensed insurance agents and may earn commissions from selling insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Annual fee ranges up to 1.45% of assets under management, billed monthly in arrears based on the average daily balance. Fees are negotiable.