Sierra Financial Management Co. provides investment management services to individuals, foundations, and trusts. They offer professional investment services for various portfolio objectives, including equity, balanced, and fixed income management on an individual account basis. SFM works with clients to determine their investment objectives and risk tolerance, then selects and monitors appropriate assets and allocations.
Assets Under Management$12M
Clients2
Advisors1
Avg. per Client$6.2M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be negotiable depending on account particulars.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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