Donald Debernardi is a CFP-designated registered investment advisor at Sierra Asset Management, based in Oakhurst, CA, with 21 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 890 clients with $460M 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 $250K | 1.00% |
| $250K - $750K | 0.65% |
| $750K - $1.8M | 0.55% |
| $1.8M - $6.8M | 0.45% |
| $6.8M - $16.8M | 0.35% |
| $16.8M+ | 0.35% |
For accounts held away at another custodian, the fee is 0.5% and may be negotiable. A minimum of $5,000 of assets under management per client is required for this service.
Fee Estimator
Location
40312 Junction Drive, Oakhurst, CA, 93644
Get directionsHistory
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 Asset Management
State Registrations2 states
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.