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Sterling Colyer

9 Years of Experience
Boerne, TX
Broker

Sterling Colyer is a registered investment advisor at Advisors Asset Management, INC., based in Boerne, TX, with 9 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 1,867 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
132 advisors
Number of Clients
1,867 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.

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Location

28025 Ih-10 West, Boerne, TX, 78006

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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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Other Business Activities

Sterling is a co-founder and business manager at Hill Country Neurodiagnostics and S&J Family Holdings LLC, a medical services company. He spends a few hours per week overseeing business operations, billing, engaging with doctors, and patient scheduling.

Employment History
Current Registrations
Advisors Asset Management, INC.
January 2017 - Present · 9 yrs 4 mos
Advisors Asset Management, INC.Broker
December 2016 - Present · 9 yrs 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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.