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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 305 clients with $510M 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 - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees for accounts over $5,000,000 are negotiable. Accounts subject to an income strategy are charged up to 0.45%.
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.
Exams
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