Sierra Capital offers advisory services to ultra-high net worth individuals, institutions, and charitable organizations. Services include developing investment policies, portfolio consulting and monitoring, portfolio management, risk management, selecting third-party money managers, coordinating with other professionals, performance reporting, and financial planning. Sierra Capital also provides financial planning and consulting services on a standalone basis.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50M+ | 0.55% |
Fees are negotiable. The underlying manager can charge a fee of up to 3% annually of assets under management and up to 30 % of the net profits each year. Some clients pay a separate fee for consolidated reporting or supervision of assets. Fees are negotiable and can either be fixed or asset based.