Sierra Summit Advisors offers investment advice and portfolio management tailored to individual client needs. They create an Investment Policy Statement to guide investment decisions and manage accounts on a discretionary basis. The firm also offers financial planning and consulting services in areas like cash flow budgeting and retirement planning. A basic financial plan is included with investment management services.
Assets Under Management$780M
Clients158
Advisors3
Avg. per Client$4.9M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees may be negotiable depending on the size of the account, type of account, the level of client service required, and other factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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