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Sequoia Wealth Management, Llc
Barrington, Illinois
Sequoia Wealth Management, LLC is a trusted investment advisory firm based out of Barrington, IL. With 13 offices spread across the region, Sequoia Wealth Management provides comprehensive investment advisory services to individuals and employer 401K plans. Their team of 22 dedicated professionals possesses extensive expertise in managing a diverse range of investment portfolios.
The firm's compensation structure is designed to align with their clients' needs, offering various options such as a percentage of assets under management, fixed fees, and hourly charges. Sequoia Wealth Management has cultivated strong relationships with...see more
Assets Under Mgmt
$438.18M
Investment Professionals
22
Locations
12
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Sequoia Wealth Management, Llc
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