John Raftery
John Raftery is a registered investment advisor at Sterling Retirement Group of Sacramento, based in Roseville, CA. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 515 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annualized fees range from 0.30% to 1.50% of the value of your portfolio. For third-party adviser programs, Sterling Retirement Group of Sacramento charges between 0.30% and 1.65%, with combined total fees not exceeding 3.00%.
Fee Estimator
Location
300 Harding Blvd #115, Roseville, CA, 95678
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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 Retirement Group of Sacramento
State Registrations1 state
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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