Ross Patterson is a CFP, ChFC-designated registered investment advisor at Sterling Investment Management, LLC, based in Tucson, AZ, with 9 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 148 clients with $360M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Location
6262 North Swan Rd., Suite 210, Tucson, AZ, 85718
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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 →Employment History
Current Registrations
Sterling Investment Management, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 states
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