Daly Andersson is a CFA, CFP-designated registered investment advisor at Sterling Wealth Management, INC., based in Champaign, IL, with 15 years of industry experience. Daly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 232 clients with $430M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable based on the dollar amount of assets and the complexity of financial planning services.
Fee Estimator
Location
301 N. Neil Street, Suite 203, Champaign, IL, 61820
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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
Daly is an independent contractor for the University of Illinois, helping create a financial planning course for women, dedicating a few hours per week. Daly is also employed full-time as a Wealth Advisor at Sterling Wealth Management, a fee-only RIA.
Employment History
Current Registrations
Sterling Wealth Management, INC.
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations2 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.