ZW
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
130 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$212.7M
Fee Structure
Minimum Investment:$500K
AUM-Based Fees (Tiered)
| 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% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$4,800 - $5,800
Hourly Rate:$250 - $350/hr
For asset management, the annual fee is based on the amount of assets managed. Financial planning and consulting services are charged on an hourly basis ($250-$350/hour) or a flat fee basis ($4,800-$5,800).
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
7077 Koll Center Parkway, Suite 120, Pleasanton, CA, 94566
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sierra Pacific Financial Advisors
April 2015 - Present · 10 yrs 9 mos
Previous Registrations
Susan Freed & Associates, INC.
May 2002 - January 2004 · 1 yr 8 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.