Sierra Asset Management manages investment portfolios based on clients' individual needs and goals. They offer both discretionary and non-discretionary management. They also provide financial planning services, covering areas like personal finances, taxes, investments, insurance, retirement, estate planning, and general financial advice. They publish a quarterly newsletter with general financial information.
Assets Under Management$460M
Clients890
Advisors1
Avg. per Client$520K
Avg. per Advisor$460M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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