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We do wealth management for institutional and accredited investors; We also do Tax Planning and Tax Preparation for high income individuals and businesses including C Corp, S Corp, Partnership, Estate and Trust
Wealth Management
Wealth Management
We provide fee based Investment Advisory Services through SEQUENT PLANNING, LLC. Our management fee ranges from a minimum of 1% to a maximum of 2.5% depending upon the total Asset Under Management (AUM).
Our wealth management services are for high net worth individuals and Accredited Investors
net worth of at least $1,000,000, excluding the value of one's primary residence or
income at least $200,000 each year for the last two years (or $300,000 combined income if married)
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