Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFA charges fees for wealth planning services, starting at $1,500, depending on the plan's complexity. Investment management fees are charged as a percentage of assets under management or as a fixed retainer, and are negotiable. Fees are billed quarterly in advance or arrears, or monthly in advance. SFA may also charge a fixed amount, billed in arrears or advance. Clients may terminate the agreement at any time, with a pro-rated refund of unearned fees. SFA does not state a minimum annual fee for AUM-based clients.
Areas of Practice
Advisor Information
Office location
2000 Auburn Dr., 400, Beachwood, OH, 44122
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Amanda works as a Senior Director and Wealth Advisor at Sequoia Financial Group, LLC since 2016, focusing on wealth management and financial planning. This role is investment-related and takes nearly all of Amanda's time.