Sierra Investment Management offers investment management services, primarily using registered funds. They employ a tactical, rules-based approach to manage risk, aiming to limit exposure to market declines. Sierra may provide limited financial planning services on a case-by-case basis. They also offer investment advisory services to separate accounts of Private Placement Variable Annuities (PPVA).
Assets Under Management$390M
Clients355
Advisors6
Avg. per Client$1.1M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$50K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.80% |
| $500K - $1.0M | 1.20% |
| $1M+ | 1.00% |
Accounts which hold a position in one or more of the Affiliated Funds will have their quarterly Advisory Fee reduced by the Affiliated Funds’ Fee Offset Credit. For its investment management/asset allocation services to Axcelus PPVA separate accounts, Sierra charges a flat 1% Advisory Fee for all assets in PPVA separate accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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