Sequoia Private Wealth Management (SPWM) manages investment portfolios for individuals, retirement plans, trusts, charities, corporations, and small businesses. SPWM works with clients to determine their investment goals and risk tolerance, then designs a written investment plan. SPWM primarily recommends portfolios of passively managed asset class and index mutual funds, often Dimensional Fund Advisors (DFA) funds. SPWM may also consult on financial areas like tax planning, college planning, and retirement planning without charging a separate fee.
Assets Under Management$47M
Clients34
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
All accounts for members of the client's family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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