Sequinox Wealth Management offers investment advice tailored to clients' needs and objectives. They provide discretionary portfolio management, potentially using sub-advisers and model portfolios. Sequinox also offers financial planning services, creating written plans based on clients' financial situations and goals. Clients are not obligated to implement recommendations through Sequinox.
Assets Under Management$160M
Clients761
Advisors4
Avg. per Client$210K
Avg. per Advisor$40M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Advisory fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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