Sierra Management Group offers investment advice tailored to clients' needs and objectives. They provide discretionary and non-discretionary portfolio management services, and financial planning services ranging from broad-based to single-subject planning. They may invest client assets in model portfolios with varying degrees of risk tolerance. Clients are not obligated to act on their recommendations or implement plans through them.
Assets Under Management$100M
Clients119
Advisors2
Avg. per Client$850K
Avg. per Advisor$50M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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