Advisor at Sierra Ocean, LLC
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Location
Ripon, CA 95366
Credentials
CFP®, Series 66
Industry experience
25 years
Jeffrey Burrow is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Sierra Ocean, LLC since 2021. Prior to this, he worked for seven years at Goldman Sachs Personal Financial Management. Outside of financial advising, he is a limited partner in a family entertainment center trampoline park. Sierra Ocean, LLC provides investment management and financial planning services to individuals, trusts, estates, non-profits, and business entities. The firm customizes asset allocations using a range of investment vehicles and offers portfolio monitoring, discretionary rebalancing, and access to independent managers.
Based on Sierra Ocean, LLC
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $20,000,000: 0.50%
Account minimum: $5,000 minimum annual fee Minimum fee: Minimum annual fee of $5,000 for investment advisory services, may be waived or reduced at discretion Fee-only: Fixed annual retainer fees typically range from $5,000 to $35,000, may be higher in exceptional cases
521 N Wilma Avenue, Suite C
Ripon, CA 95366
California
Sierra Ocean, LLC
2021 - Present (5 years)
Goldman Sachs Personal Financial Management
2014 - 2021 (7 years)
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Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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