SR
CFP · ChFC
SR
CFP · ChFC

Sterling Raskie

15 Years of Experience
New Berlin, IL

Sterling Raskie is a CFP, ChFC-designated registered investment advisor at Blankenship Financial Planning, LTD., based in New Berlin, IL, with 15 years of industry experience. Sterling 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 67 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
67 clients
Average Client Portfolio
$274K average
Assets Under Management
$18.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.00%
$100K - $1.0M0.50%
$1M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

116 West Illinois, New Berlin, IL, 62670

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Sterling moderates online classes for The American College and teaches community education at Lincoln Land Community College, each taking a few hours per week. He also provides personal financial counseling for military servicemembers through Zeiders, dedicating about 10-20% of his time.

Employment History
Current Registrations
Blankenship Financial Planning, LTD.
January 2013 - Present · 13 yrs 4 mos
Previous Registrations
VALIC Financial Advisors, INC.
June 2010 - July 2012 · 2 yrs 1 mo
State Registrations1 state
IL
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.
Sterling Raskie - Financial Advisor | TrueAdvisor