Sierra Financial Advisors, based in Ramsey, New Jersey, offers personalized financial planning and investment management services. Financial planning includes advice on non-investment related matters. Investment management fees vary depending on the type of service. Sierra Financial Advisors primarily recommends mutual funds and individual debt and equity securities.
Assets Under Management$75M
Clients180
Advisors1
Avg. per Client$420K
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management (also available separately)
Sierra Financial Advisors charges an annual investment management fee based on a percentage of the value of your investments. The fee varies between 0.50% and 2.00% depending on the specific services provided. The fee is calculated each quarter, in advance, based on the market value of your investments on the last day of the previous quarter.
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