Gira Patel is a registered investment advisor at Sierra Investment Management, LLC, based in Santa Monica, CA, with 10 years of industry experience. Gira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 312 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Fees are assessed quarterly in advance. Accounts holding affiliated funds receive a fee offset credit. Fees are negotiable for household relationships exceeding $2 million.
Fee Estimator
Location
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA, 90405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sierra Investment Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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