Sterling Capital Management provides investment advisory, financial planning, and consulting services to individuals, corporations, and nonprofit organizations. They manage investments on both a discretionary and non-discretionary basis. Clients can impose reasonable restrictions on their investment portfolios. The firm focuses on changing factors in the global economy when making investment decisions.
Assets Under Management$260M
Clients362
Advisors2
Avg. per Client$710K
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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