Sterling Monroe
Sterling Monroe is a registered investment advisor at Boone Wealth Advisors, LLC, based in Bellevue, WA, with 13 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 309 clients with $640M 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 | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for amounts over $5,000,000. Advisory fee of up to 0.45% for accounts subject to Boone Wealth Advisors’ income strategy. Fees are negotiable in certain circumstances for legacy clients, employees, and their family members.
Fee Estimator
Location
500 108th Ave Ne, Suite 1840, Bellevue, WA, 98004
Get directionsHistory
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 ActivitiesSells Insurance
Sterling is an Investment Advisor Representative (IAR) for Boone Wealth Advisors, dedicating full-time hours to providing investment advisory services. Sterling also facilitates the purchase of long-term care insurance policies for clients, spending minimal time on this activity.
Employment History
Current Registrations
Boone Wealth Advisors, LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
State Registrations25 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.