Sterling IM/c offers investment management services, tailoring portfolios to client preferences within their investment guidelines. They focus on a personalized approach. The firm manages investments for individuals, pension plans, trusts, estates, charities, and corporations. They primarily invest in domestic securities, using diversification and asset allocation to minimize potential loss.
Assets Under Management$4.9M
Clients15
AdvisorsN/A
Avg. per Client$330K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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