Following the principle of integrity and excellence, SEQUOIA FINANCIAL, LLC has established itself as a reputable financial advisor in the industry. Founded in 2002, the firm has been providing financial expertise to a wide range of clients for almost two decades. With a team of experienced advisors and a comprehensive range of services, SEQUOIA FINANCIAL, LLC is dedicated to helping its clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides financial expertise and advice to help clients reach their financial goals.
- Offers a wide range of financial services to cater to the diverse needs of clients.
- Employs a team of experienced advisors who are committed to delivering exceptional service.
- Prioritizes integrity and excellence in all aspects of its operations.
Facts and Insights:
SEQUOIA FINANCIAL, LLC has been in business since 2002, and in that time, has earned a solid reputation for its expertise and dedication to client service. The firm has a strong track record of helping clients achieve their financial goals, whether it be through investment management, retirement planning, or other financial services. With a commitment to excellence and a focus on integrity, SEQUOIA FINANCIAL, LLC continues to be a trusted partner for clients seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $8 billion (as of 2020) | Over 100 | 18 years |
Financial Services Offered:
SEQUOIA FINANCIAL, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services provided include:
- Investment management and portfolio construction
- Retirement planning and income distribution
- Tax planning and optimization
- Estate planning and wealth transfer
- Insurance and risk management
- Cash flow analysis and budgeting
Client Types:
SEQUOIA FINANCIAL, LLC serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Non-profit organizations
- Retirees
Fees & Compensation:
SEQUOIA FINANCIAL, LLC follows a fee-only compensation structure, meaning that the firm does not earn any commissions or third-party payments for its recommendations. This ensures that the advisor’s interests are aligned with the clients’ and eliminates any potential conflicts of interest. The firm is transparent about its fees and provides a clear breakdown of the charges for its services.
Background:
SEQUOIA FINANCIAL, LLC was founded in 2002 by a group of experienced financial professionals who shared a common vision of providing exceptional financial guidance to clients. Over the years, the firm has grown significantly and now has a team of over 100 advisors spread across multiple locations. The firm continues to uphold its values of integrity, excellence, and dedication to client service.
Financial Advisor Disclosures to Know:
As a financial advisor, SEQUOIA FINANCIAL, LLC is bound by fiduciary duty to act in its clients’ best interests at all times. The firm discloses any potential conflicts of interest and takes steps to mitigate them. Clients can access the firm’s Form ADV, which outlines the advisor’s services, fees