Sierra Hotel Financial (SHF) offers investment management services where they manage your investments for you. They also offer financial planning and consulting as a separate service, where they help you evaluate your current and future financial situation. SHF can also provide services to retirement plans. Investment strategies are tailored to each client's goals and objectives. Clients can place restrictions on investments.
Assets Under Management$14M
Clients49
Advisors2
Avg. per Client$290K
Avg. per Advisor$7.2M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1000K | 1.05% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Fees are negotiable based on various criteria. Limited investment management has a flat fee of 0.50%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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