Sierra Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$400,463,060
Clients
849
Advisors
1
of 3 employees
About
Sierra Asset Management is an SEC-registered investment adviser that began conducting business in 1999 and provides portfolio management (discretionary and non-discretionary), financial planning, and consulting to a mix of clients including individual investors (both high-net-worth and non-HNW), pension and profit-sharing plans, charities, corporations, and trusts. The firm also publishes a quarterly newsletter and offers focused consulting on topics such as retirement, estate planning, and tax and cash-flow analysis.
The firm uses a mix of fundamental, technical, and qualitative analysis with an asset-allocation emphasis and a preference for longer-term purchases, and it reviews managed accounts at least quarterly. Sierra manages the vast majority of client assets on a discretionary basis and may leverage a third-party order-management platform (Pontera) to implement tax-efficient asset location and opportunistic rebalancing for held-away retirement accounts.
What is distinctive about the firm is that it operates as a solo practitioner managing roughly $462 million across about 849 client accounts, a combination of AUM and client load that is atypical for supported firms. The firm also integrates third-party technology for held-away accounts and maintains custody relationships through Schwab Institutional while offering access to a broad range of securities, including interests in real estate and oil and gas partnerships.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% $250,000 - $750,000: 0.65% $750,000 - $1,750,000: 0.55% $1,750,000 - $6,750,000: 0.45% $6,750,000 - $16,750,000: 0.35%
$180 to $250 per hour for Financial Planning and Consulting Services.
Account minimum: $5,000 Fee-only: Hourly fees for Financial Planning and Consulting Services range from $180 to $250 per hour.
Main office
40312 Junction Drive
Oakhurst CA 93644
Advisors at this office
1
Most active in
Arizona · California · Idaho · Louisiana · Oregon · Texas · Washington
Also doing business as
Graas Family Ltd Partnership · Sam Advisors, LLC · Sierra Asset Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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