Sierra Pacific Financial Advisors
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
About This Firm
Sierra Pacific Financial Advisors, LLC provides wealth management, comprehensive financial planning, and corporate retirement plan advisory services to individuals, corporations, and other clients. They create tailored portfolios and review them quarterly. They may utilize Independent Money Managers.
Fee Structure
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
For asset management, fees are based on a percentage of your assets under management, billed quarterly in advance. For financial planning and consulting, fees are charged hourly ($250-$350) or as a flat fee ($4,800-$5,800). Corporate retirement plan advisory services have their own fee schedule based on total plan assets. Clients also incur transaction charges and fund expenses.
Areas of Practice
Location
7077 Koll Center Parkway, Suite 120, Pleasanton, CA, 94566