How does the advisor help clients – Key Takeaways:
SIERRA GLOBAL MANAGEMENT, LLC is a trusted financial advisor that helps clients achieve their financial goals through customized, comprehensive, and strategic financial planning. The company’s team of experts has years of experience and knowledge in the financial industry, allowing them to provide personalized services and solutions to meet the unique needs of each client.
Facts and Insights
Founded in 2005, SIERRA GLOBAL MANAGEMENT, LLC has been providing top-notch financial services to clients for over 15 years. They are a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As of 2021, they have over $500 million in assets under management and a team of 15 financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 15 |
Financial Services Offered
SIERRA GLOBAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These include financial planning, investment management, retirement planning, estate planning, tax planning, education planning, and risk management. The company uses a holistic approach to create personalized financial plans that consider all aspects of a client’s financial life.
Client Types
SIERRA GLOBAL MANAGEMENT, LLC caters to a variety of clients, including high net worth individuals, families, and business owners. They also work with institutions such as corporations and non-profit organizations. The company has experience working with clients from various industries and backgrounds, allowing them to understand and address their unique needs and goals.
Fees & Compensation
SIERRA GLOBAL MANAGEMENT, LLC operates as a fee-only advisor, which means they do not earn commissions or fees from the sale of financial products. Instead, they charge a percentage of the assets under management as their fee. This fee structure aligns their interests with their clients’ and ensures they prioritize their clients’ best interests.
Background
The team at SIERRA GLOBAL MANAGEMENT, LLC consists of experienced professionals who are dedicated to providing high-quality financial services to their clients. They have diverse backgrounds in finance, accounting, and investing, and hold various certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They also regularly participate in continuing education to stay up-to-date with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
As a registered investment advisor, SIERRA GLOBAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. The company has a clean record and no disclosures to report. This means you can trust their advice and recommendations to be in your best interest.