Sierra Ocean, LLC

Sierra Ocean, LLC is a registered investment advisor established in May 2021 and owned by Jeffrey S. Burrow. The firm offers investment management services tailored to each client's needs, including financial planning and consulting services. Clients may engage Sierra Ocean for financial planning on a project or ongoing basis, with fees ranging from $5,000 to $35,000 per year, negotiable based on various factors. The firm primarily recommends individual equities, fixed income securities, mutual funds, and exchange-traded funds for client portfolios. Sierra Ocean charges an annual investment advisory fee ranging from 0.50% to 1.25% of assets under management or a fixed annual retainer. The firm does not accept performance-based fees and acts as a fiduciary, placing clients' interests first. Clients have the option to have advisory fees deducted from their custodial account. Sierra Ocean does not participate in a wrap fee program and has not been subject to disciplinary actions. The firm does not vote client proxies and does not receive compensation from investment advisors it recommends. Sierra Ocean may aggregate client orders to seek best execution and may receive support services from broker-dealers. The firm does not vote client proxies and does not receive compensation for client referrals. Sierra Ocean maintains investment discretion for client accounts and does not require advance fees exceeding $1,200 per client. The firm has no financial conditions impairing its ability to meet commitments and has not filed for bankruptcy.