Advisor at Sierra Capital Management
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Firm
Sierra Capital Management
Location
Bakersfield, CA 93309
Credentials
Series 63
Industry experience
37 years
Stanley Garrison is a financial advisor at Sierra Capital Management in Bakersfield, CA, with 37 years of industry experience. He holds a Series 63 designation and has been with Sierra Capital Management since 1999. Sierra Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates, retirement plans, corporations, and other business entities. The firm focuses on fundamental analysis and a long-term, asset-allocation approach, offering customized investment plans without managing client assets or accepting custody.
Based on Sierra Capital Management
$1 - $250,000: 1.5% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually >$1,000,000+: 0.75% annually
Commissions received by associated persons on insurance products sales, not by the Adviser.
Fee-only: Fees based on a percentage of client assets; no commissions or performance fees.
5401 Business Park South, Suite 122
Bakersfield, CA 93309
California
Sierra Capital Management
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Series 65
Bakersfield, CA
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