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 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.
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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
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