Sierra Pacific Private Wealth provides investment advice and financial planning to individuals, families, and corporations. Services include asset management, financial planning (covering investments, retirement, estate, taxes, and insurance), and corporate retirement plan advisory. Sierra Pacific Private Wealth may utilize Independent Money Managers.
Assets Under Management$250M
Clients290
Advisors3
Avg. per Client$850K
Avg. per Advisor$82M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...