Sierra Nevada Wealth Management (SNWM) offers financial planning and investment advice to individuals, trusts, estates, and businesses. Financial planning is offered as a standalone service or as part of the investment management process. SNWM manages investments in stocks, bonds, mutual funds, and exchange-traded funds, tailoring programs to each client's needs and risk preferences. SNWM manages assets on a discretionary or non-discretionary basis.
Assets Under Management$22M
Clients93
Advisors1
Avg. per Client$240K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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