Gene Taylor Hiser

41 Years of Experience

BrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingReal Estate InvestingInsurance PlanningHigh Net WorthBusiness Owners

Sequoia Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

16 advisors

Number of Clients

1,550 clients

Average Client Portfolio

$332K average

Assets Under Management

$514.3M

Fee Structure

Minimum Investment:$100K

Location

200 Applebee St, Suite 208, Barrington, IL, 60010

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business ActivitiesSells Insurance

Gene is a registered representative with LPL Financial since 2012 and is insurance licensed for life and health. He is also an executive committee member for Chicago Baseball Cancer Charities and a trustee for Friends of HE Parks, Hoffman Estates Park District Foundation.