Sierra Investment Partners is an investment management firm focused on the investment needs of Taft-Hartley plans. Sierra uses sub-advisors to manage client portfolios and monitors their investment process. Sierra partners with clients based on honesty, integrity, and full disclosure, providing ongoing communication through quarterly reports, meetings, and newsletters.
Fee Structure
Sierra Investment Partners works with sub-advisors to manage investments. The fees you pay depend on which sub-advisor and portfolio are selected, and the amount invested. Here's a general idea of how the fees work:
- Victory Capital Management Inc. (Pioneer U.S. Large Cap Growth Equity) - Fees range from 0.40% to 0.80% depending on the amount invested.
- Franklin Templeton - Fees range from 0.30% to 0.70% depending on the specific portfolio (EAFE Plus Equity, Global Plus Equity, or Franklin Templeton Collective Investment Trust) and the amount invested.
- Todd Asset Management LLC (Large Cap Intrinsic Value Equity) - Fees range from 0.30% to 0.60% depending on the amount invested.
- Fort Washington Investment Advisors, Inc. - Fees vary widely depending on the specific fixed income or equity strategy and the amount invested, ranging from 0.20% to 0.75%.
Minimum account sizes also vary by sub-advisor and portfolio, ranging from $3 million to $100 million. Fees may be negotiable based on fund size, assets under management, asset allocation, and the competitive environment.