Sterling Jasper
Sterling Jasper is a registered investment advisor at Barak Asset Management LLC, based in Bronxville, NY, with 6 years of industry experience. Sterling operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 34 clients with $7.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Barak Asset Management's (BAM) fees cover investment advice, asset, and portfolio management. The fees do not include custodial service and brokerage commissions. Fees are calculated monthly based on the market value of your investments.
For equity or asset allocation strategies, the annual fee is:
- $250,000 to $500,000: 2.5%
- $500,001 to $2,500,000: 2.25%
- $2,500,001 to $5,500,000: 2.0%
- $5,500,001 to $8,500,000: 1.8%
- Over $8,500,001: 1.5%
For fixed income strategies, the annual fee is:
- $500,000 to $2,000,000: 2.2%
- $2,000,001 to $5,000,000: 1.8%
- $5,000,001 to $15,000,000: 1.4%
- Over $15,000,001: 1.0%
The minimum monthly fee is $75. Clients with assets below $100,000 may pay a higher fee.
Location
Bronxville, NY
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Regulatory History (1)
Customer Dispute
July 2005Other Business Activities
Sterling owns Jersey Mikes sub shops. This activity is not investment-related.
Employment History
Current Registrations
Barak Asset Management LLC
Sterling Advisory Services, LLC
Previous Registrations
Barak Asset Management LLC
Berthel Fisher & Company Financial Services, INC.
Berthel Fisher & Company Financial Services, INC.
Park Avenue Securities LLC
Merrill Lynch Pierce Fenner & Smith INC.
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.