Raymon Brown is a CFP-designated registered investment advisor at Sterling Wealth Management, INC., based in Champaign, IL, with 25 years of industry experience. Raymon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 240 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
301 N. Neil Street, Suite 203, Champaign, IL, 61820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Raymon is a director/shareholder at Erwin, Martinkus & Cole LTD, an estate planning law firm, dedicating full-time hours. He also has a 1% stake in 501 Building Partnership, a commercial real estate rental property.
Employment History
Current Registrations
Sterling Wealth Management, INC.
Previous Registrations
LPL Financial LLC
Mutual Service Corporation
American General Securities Incorporated
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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