Sierra Legacy Group offers investment advice and financial planning services to individuals. For investment management, they create tailored portfolios and review them regularly. Financial planning covers areas like retirement, estate, tax, and education planning. Clients have the discretion to implement recommendations.
Assets Under Management$150M
Clients24
Advisors3
Avg. per Client$6.4M
Avg. per Advisor$51M
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 | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees over $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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