Sierens Financial Group offers personalized asset management and financial planning services to help individuals reach their financial goals. Sierens Financial Group builds customized investment strategies based on your specific goals, time horizon, and risk tolerance, with options for discretionary portfolio management. In addition to managing your investments, Sierens Financial Group provides comprehensive financial planning covering retirement income and distribution planning, investment planning, tax-reduction strategies, and family wealth planning. The firm specializes in working with individuals, trusts, estates, and high net-worth clients, taking a holistic approach to your financial well-being.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M+ | 0.80% |
Fees for amounts over $7,500,000 are negotiable. Certain clients may have a flat negotiated percentage agreed upon in the client agreement.