Sequent Asset Management offers wealth management, investment management, financial counseling, and portfolio consulting services. Sequent focuses on serving families who own businesses, corporate executives, and professionals. They provide custom financial plans, investment advice, and ongoing management of assets. Sequent aims to act as a personal chief financial officer for their clients.
Assets Under Management$970M
Clients691
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$490M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable. Certain founding client families may have lower fee arrangements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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