Bray Hansel is a CFP, ChFC-designated registered investment advisor at Sterling Investment Advisors LTD., based in Berwyn, PA, with 9 years of industry experience. Bray operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 421 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sterling Investment Advisors charges a percentage of the value of your investments. The exact percentage is negotiable and can vary based on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients may also incur fees charged by independent investment managers if they choose to use them, but the combined fee will not exceed 1% of the assets managed.
Location
1055 Westlakes Drive, Suite 150, Berwyn, PA, 19312
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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 ActivitiesSells Insurance
Bray is a soccer coach for girls' soccer teams, spending a few hours per week on weekends. Bray is also an independent insurance agent since April 2023, dedicating minimal time to this activity.
Employment History
Current Registrations
Sterling Investment Advisors LTD.
State Registrations2 states
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