Sierra Pacific Financial Advisors

Sierra Pacific Financial Advisors, LLC, operating as Sierra Pacific Private Wealth, LLC, offers wealth management, financial planning, and corporate retirement plan advisory services. Established in 2005 and converted to an LLC in 2014, the firm is solely owned by Zheng (Janet) Wan. Investment strategies include long-term and short-term purchases, options, and asset management emphasizing individualized advice. Clients may impose restrictions on asset management investments. The firm charges asset management fees based on a percentage of assets under management, with financial planning fees on an hourly or flat fee basis. Minimum account balance for asset management is $500,000, with fee deductions from client assets. The firm does not charge performance-based fees, offers fiduciary services for corporate retirement plans, and provides referrals to third-party money managers. Investment analysis includes charting and fundamental analysis. The firm reviews accounts at least twice a year and does not accept proxy authority. Sierra Pacific Financial Advisors does not require prepayment exceeding $1200 or have financial conditions impairing client commitments. No bankruptcy petitions have been filed in the past ten years.