Sierra Pacific Private Wealth provides personalized wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, families, and businesses. Founded in 2005, the firm is owned and operated by Zheng (Janet) Wan. For individuals, Sierra Pacific Private Wealth builds custom investment portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other securities, reviewing and rebalancing accounts at least quarterly. The firm also offers standalone financial planning and consulting covering retirement, estate planning, tax strategies, insurance, and real estate analysis. Additionally, Sierra Pacific Private Wealth advises corporate retirement plan sponsors and participants.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are billed quarterly in advance based on the value of your account on the last day of the previous quarter. Financial planning fees are reduced by $1,000 per each $500,000 in assets managed if you sign up for asset management within 31 days of plan completion.