Jeffrey Burrow is a CFP-designated registered investment advisor at Sierra Ocean, LLC, based in Ripon, CA, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 169 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sierra Ocean charges an annual investment advisory fee based on a percentage of the value of your investments. The fee generally ranges from 0.50% to 1.25%. Alternatively, Sierra Ocean may agree to a fixed annual retainer, typically ranging from $5,000 to $35,000 per year, but may be higher in exceptional cases. Fees are negotiable based on factors like the amount of assets managed and the complexity of the engagement.
Location
521 N Wilma Avenue, Suite C, Ripon, CA, 95366
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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 →Other Business ActivitiesSells Insurance
Jeffrey is an independent insurance agent licensed for life, health, and annuity products with United Capital Risk Management. He also serves as a limited partner with RJ Santa Maria, LLC, a family entertainment center, dedicating minimal time to this role.
Employment History
Current Registrations
Sierra Ocean, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Valley Wealth, INC.
Citigroup Global Markets INC.
Morgan Stanley
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.