Matthew Lebo is a CFP-designated registered investment advisor at Sequinox Wealth Management, LLC, based in Lancaster, PA, with 11 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 761 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Advisory fee is negotiable.
Fee Estimator
Location
941 Wheatland Ave., Suite 101, Lancaster, PA, 17603
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Regulatory 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.
Learn about disclosures →Other Business Activities
Matthew operates Sequinox, a financial planning business, since 2019. He dedicates full-time hours to this activity, with a significant portion during securities trading hours.
Employment History
Current Registrations
Sequinox Wealth Management, LLC
Mulholland Wealth Advisors, LLC
Previous Registrations
J. W. Cole Advisors, INC.
Santander Securities
LPL Financial LLC
Ing Financial Partners, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.