Crescent Sterling, Ltd. is an independent registered investment advisor founded in 1992 and based in Metairie, Louisiana. The firm provides discretionary and non-discretionary investment management services along with financial consulting for individuals, corporations, retirement plans, foundations, and trusts. Crescent Sterling designs custom portfolios utilizing individual stocks, bonds, mutual funds, and exchange-traded funds tailored to each client's specific risk guidelines and investment objectives. Investment strategies focus on fundamental equity analysis, capital preservation through disciplined selling, and laddered fixed-income maturities. Portfolios are managed by an in-house team of investment professionals who make buy and sell decisions directly on behalf of clients. The firm charges fees based on a percentage of assets under management or on an hourly basis for consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for Equity Only accounts. Other schedules apply based on account type: Balanced accounts range from 0.50% to 0.90%; Fixed Income Only accounts range from 0.45% to 0.65%; Exchange-Traded/Mutual Fund accounts are a flat 0.50%. All fees are negotiable.