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Eldin Foco

18 Years of Experience
Southfield, MI

Eldin Foco is a registered investment advisor at Sterling Advisory Group LLC, based in Southfield, MI, with 18 years of industry experience. Eldin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 49 clients with $16M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
49 clients
Average Client Portfolio
$318K average
Assets Under Management
$15.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.35%
$500K - $2.5M1.15%
$2.5M - $4.0M1.00%
$4M+0.75%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

29777 Telegraph Road, Suite 3590-2, Southfield, MI, 48034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sterling Advisory Group LLC
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Cig Asset Management, INC.
August 2017 - July 2023 · 5 yrs 11 mos
Cig SecuritiesBroker
August 2017 - July 2023 · 5 yrs 11 mos
Citizens Securities, INC.
December 2012 - August 2017 · 4 yrs 8 mos
Citizens Securities, INC.Broker
December 2012 - August 2017 · 4 yrs 8 mos
The Huntington Investment Company
September 2011 - December 2012 · 1 yr 3 mos
The Huntington Investment CompanyBroker
March 2007 - December 2012 · 5 yrs 9 mos
State Registrations5 states
KSMIOHTXVA
Advisor

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
No exam information available for this advisor.
Eldin Foco - Financial Advisor | TrueAdvisor