William Sterling is a registered investment advisor at Tritonpoint Capital, LLC, based in Chevy Chase, MD, with 19 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 161 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TritonPoint Capital offers investment management services to institutions and high-net-worth individuals through separate accounts, charging a fee based on a percentage of the assets managed. These fees are negotiable and can vary based on client type, investment restrictions, and the amount of assets managed. The firm also offers an Outsourced Chief Investment Officer (OCIO) program with fees ranging from 0.25% to 1.00%.
Location
5404 Wisconsin Ave, Ste. 330, Chevy Chase, MD, 20815
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tritonpoint Capital, LLC
Tritonpoint Wealth, LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Goldman Sachs Personal Financial Management
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations1 state
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