Sierra Madre Partners LLC

Fee-Only (% of Portfolio)

Sierra Madre Partners offers investment management services using a global all-cap strategy focused on long-term capital appreciation. They work with clients to determine if their investment approach aligns with the client's goals, risk tolerance, and financial situation. Sierra Madre Partners primarily uses exchange-listed equities but may also use options or exchange-traded funds. They do not manage wrap fee programs.

Assets Under Management$16M
Clients116
Advisors1
Avg. per Client$140K
Avg. per Advisor$16M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable at the discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Sierra Madre Partners LLC | TrueAdvisor