Dezaree Seeds is a CFP-designated registered investment advisor at Sierra Ocean, LLC, based in Ripon, CA, with 13 years of industry experience. Dezaree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 181 clients with $540M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable at the firm's discretion based on asset amount, portfolio composition, scope of engagement, and servicing needs.
Fee Estimator
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.
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Learn about disclosures →Employment History
Current Registrations
Sierra Ocean, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
Valley Wealth, INC.
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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