Sierra Financial Planning & Asset Management provides comprehensive financial planning and asset management services to individuals. Founded in 2003 and led by Certified Financial Planner and Certified Public Accountant Jack Johnson, the firm uses globally diversified asset allocation strategies with a buy-and-hold approach, periodic rebalancing, and tax-loss harvesting. Investment management is conducted on a non-discretionary basis, meaning Sierra Financial Planning & Asset Management must obtain client permission before executing any transactions. The firm also creates detailed financial plans tailored to individual goals and objectives.
Fee Structure
Sierra Financial Planning & Asset Management charges flat fees for asset management services, which are negotiated and payable quarterly in advance. There is generally a minimum annual fee of $5,000 for asset management services.