Sequoia Financial Group, L.L.C.
Assets Under Management
$23.0B
Number of Clients
8,771
Number of Advisors
207
Average Client AUM
$2.6M
AUM per Advisor
$111.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SFA offers wealth planning, consulting, and investment management services. They manage assets through model portfolios, custom portfolios, and independent investment managers. They also offer financial planning services, including estate, insurance, retirement, and college planning. SFA acts as a subadvisor to an affiliated ETF.
Fee Structure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Location
3500 Embassy Parkway, Akron, OH, 44333
207 Advisors at this firm
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