Assets Under Management
$212.7M
Number of Clients
130
Number of Advisors
2
Average Client AUM
$1.6M
AUM per Advisor
$106.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sierra Pacific Financial Advisors provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services. They create tailored investment portfolios and offer financial planning in areas like retirement, estate, tax, and education. They also provide referrals to third-party money managers.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
7077 Koll Center Parkway, Suite 120, Pleasanton, CA, 94566