Investment Fees

Sierra Financial Planning & Asset Management is a fee only advisor whose only source of income is derived from its clients. We receive no compensation from any of the investments we recommend. We sell no commisioned based products.

We have an annual fixed fee based on the complexity of a client's portfolio. Typically, this fee is less than the standard advisor pricing of a percentage of assets under management. We receive no compensation from any of the investments we recommend. We do not sell any commissioned based products.