Sierra Shore Financial provides financial planning and investment management services to individuals, families, businesses, and other organizations. They offer proprietary investment programs using mutual funds, exchange traded funds, and individual stocks and bonds. They also work with independent third-party advisors. Financial planning services include assistance with financial goals, asset allocation, income tax/cash flow analysis, estate planning, and more.
Assets Under Management$6.5M
Clients73
Advisors1
Avg. per Client$89K
Avg. per Advisor$6.5M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1.0M | 1.45% |
| $1.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.15% |
Fees are negotiable. A transaction charge of $7 - $50 per transaction may be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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