Sequoia Financial Group, L.L.C.
Assets Under Management
$23.0B
Number of Clients
8,771
Number of Advisors
207
Average Client AUM
$2.6M
AUM per Advisor
$111.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SFA offers wealth planning, consulting, and investment management services to clients. They manage assets on a discretionary or non-discretionary basis, utilizing model portfolios and custom portfolios. They may recommend independent investment managers and private funds. SFA also provides financial planning services, including estate document preparation and review, and retirement plan services.
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
Location
3500 Embassy Parkway, Akron, OH, 44333
