Anthony Baldassano is a PFS-designated registered investment advisor at Sequoia Wealth Management, LLC, based in Barrington, IL, with 12 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 1,550 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequoia Wealth Management offers investment management services. The maximum annual advisory fee is 2.50%, but the actual fee will depend on the complexity of your situation. Fees are deducted from your account quarterly. Sequoia Wealth may recommend third-party money managers through platforms like LPL or AssetMark, with maximum fees described in the brochure. The firm also uses LPL-sponsored programs with fees up to 3.00%, except for the Guided Wealth Portfolios Program, which charges 1.00%.
Location
18-5 E Dundee Rd - Ste 310, Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is the owner and managing member of Anthony & Associates, CPAs LLC, offering bookkeeping, payroll, and tax services. He dedicates full-time hours to supervising, preparing, and reviewing tax returns and providing other accounting services.
Employment History
Current Registrations
Sequoia Wealth Management, LLC
Previous Registrations
Retirement Matters, INC.
Wynstone Financial Services, LTD
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.