How does the advisor help clients – Key Takeaways:
SEQUENTIS CAPITAL LLC is a financial advisory firm that specializes in providing expert financial advice and services to clients. With a team of experienced and knowledgeable financial advisors, the firm strives to help clients achieve their financial goals and secure a stable financial future.
Facts and Insights:
SEQUENTIS CAPITAL LLC has been in business since 2010, providing financial services and guidance to clients for over a decade. The firm has a strong track record of success, with a focus on personalized and strategic financial planning for each individual client.
Assets Under Management, Number of Advisors and Time in Business:
| Firm Name | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| SEQUENTIS CAPITAL LLC | $1.5 billion | 10 | Since 2010 |
Financial Services Offered:
SEQUENTIS CAPITAL LLC offers a wide range of financial services to its clients. These services include comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides specialized services for businesses, such as employee retirement plans and business succession planning.
Client Types:
SEQUENTIS CAPITAL LLC serves a diverse range of clients, including individuals, families, and businesses. The firm has experience working with clients of all ages and income levels, from young professionals just starting their careers to retirees looking to preserve and grow their wealth.
Fees & Compensation:
SEQUENTIS CAPITAL LLC operates on a fee-based compensation structure, meaning that the firm charges a percentage of the client’s assets under management as their fee. This fee is typically between 1-2% of the managed assets, and is charged on a quarterly basis. The firm may also charge additional fees for certain services, such as financial planning or retirement planning.
Background:
The team at SEQUENTIS CAPITAL LLC is comprised of highly qualified and experienced financial advisors, with a diverse range of backgrounds and specialties. The firm employs a team-based approach to financial planning, bringing together the expertise of different advisors to provide the best possible services and advice to clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SEQUENTIS CAPITAL LLC is held to a fiduciary standard, meaning that they are legally obligated to act in the best interests of their clients. This includes disclosing any potential conflicts of interest and always working in an ethical and transparent manner.