Sierra Asset Management's Form ADV discloses 1.00% on the first $250,000, 0.65% on the next $500,000, 0.55% on the next $1 million, 0.45% on the next $5 million, and 0.35% on assets above $6.8 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #108685), Sierra Asset Management is subject to fiduciary duty under federal law.
Sierra Asset Management is headquartered in OAKHURST, CA.
Sierra Asset Management serves 111 high-net-worth clients according to their SEC filing dated July 23, 2026. View client details ↓
According to their SEC Form ADV, Sierra Asset Management offers financial planning and portfolio management for individuals. View all service details ↓
Sierra Asset Management manages $462 million in client assets according to their SEC filing dated July 23, 2026.
According to their SEC Form ADV, Sierra Asset Management serves high-net-worth individuals. View client details ↓