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Sequoia Financial Group, L.L.C.
Akron, Ohio
5.0
7 Reviews
Sequoia Financial Group, L.L.C. is a reputable regional investment advisory firm headquartered in Akron, OH. With a strong presence in the industry, Sequoia Financial Group operates through its network of 18 offices, providing comprehensive financial services to clients across the region. The company boasts a dedicated team of 212 professionals, of which 135 offer expert investment advisory services.
With an average of $115,310,000 in assets under management per investment advisor, Sequoia Financial Group aligns with the industry average, ensuring competitive performance for its clients. The firm's compensation structure is diver...see more
Assets Under Mgmt
$15.57B
Investment Professionals
135
Locations
17
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Subscription Fees
- Fixed Fees
- Performance-based fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Reviews for Sequoia Financial Group, L.L.C.
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