Sterling Jack is a registered investment advisor at Colwyn Investments Lc, based in South Jordan, 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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 210 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K+ | 1.50% |
Colwyn Investments does not negotiate its management fee, but can offer discounts to select friends, employees and family. Colwyn Investments may recommend the use of third party managers and may discount their management fee when third party managers are used. The combined fees charged by Colwyn and third party advisers will not exceed 3% of total assets under management per annum.
Fee Estimator
Location
10923 S Redwood Road, South Jordan, UT, 84095
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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 →Other Business Activities
Sterling works as a tour guide for Historic LDS Tours Inc. and teaches business classes, dedicating minimal time to each activity.
Employment History
Current Registrations
Colwyn Investments Lc
Previous Registrations
Cl Wealth Management LLC
Workman Securities Corporation
State Registrations1 state
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.