Sterling Sessions is a registered investment advisor at Prestige Wealthwide, LLC, based in Lehi, UT, with 18 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. Their firm serves 187 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
525 W Sunrise Way, Lehi, UT, 84043
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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 →Employment History
Current Registrations
Prestige Wealthwide, LLC
Previous Registrations
Zega Financial, LLC
Diamond Wealth Management, LLC
Ensign Wealth Advisors LLC
Uci Wealth Advisors LLC
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Strategic Advisers, INC.
State Registrations3 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.