Sierra Capital Review


Trust Score 81%
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Sierra Capital, federally registered in 2000, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. Sierra Capital manages $795 million and provides investment advisory services for 59 clients (1:20 advisor/client ratio).

Sierra Capital requires a $5,000,000 minimum investment and charges a blended rate between 1.00% and 0.30% for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 20 clients (industry average 1:50)
  • Communications sent to the firm’s website are secure and encrypted

Considerations


  • Firm has less than $1B in assets under management
  • Firm has been federally registered for only 18 years
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $5,000,000
Minimum Annual Fee $0
Average Account AUM $13,473,453
Hybrid Advisor No
Disciplinary History No
Total AUM $795 million
Advisor / Client Ratio 1:20
Headquarters New York, NY
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $5,000,000 1.00%
$5,000,001 to $10,000,000 0.75%
$10,000,001 to $25,000,000 0.50%
$25,000,001 to $50,000,000 0.40%
$50,000,001+ 0.30%


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