Sierra Financial Advisory (SFA) is a registered investment advisor that provides investment supervisory services to its clients. SFA aims to provide tailored advice and investment management to help individuals realize their financial goals. SFA designs personalized investment strategies and monitors portfolios for asset allocation and risk exposure. SFA primarily uses mutual funds and exchange traded funds (ETFs) in its investment management strategy.
Assets Under Management$140M
Clients173
Advisors2
Avg. per Client$840K
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $2.5M | 1.00% |
| $2.5M+ | 0.60% |
Fees may be negotiable on a case by case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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