Sequoia Wealth Management Group Fees & Minimum

Overview

Total Firm Assets: $238 million
Average High-Net-Worth Client Portfolio Size: $3.9 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV PART 2A (2026-03-13) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.60%
$2,000,001	$5,000,000	1.50%
$5,000,001	$10,000,000	1.25%
$10,000,001	and above	1.00%

Stated Minimum Annual Fee: $7,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$16,000	1.60%
$5 million	$77,000	1.54%
$10 million	$139,500	1.40%
$50 million	$539,500	1.08%
$100 million	$1,039,500	1.04%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 94.77%
Number of High-Net-Worth Clients: 58
Total Client Accounts: 327
Discretionary Accounts: 327

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number: 311268

ADV PART 2A (2026-03-13) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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