Sterling Financial Advisors provides asset management services through wrap accounts and pension consulting services. Pension consulting includes assistance with plan setup, security selection, employee education, and ongoing investment evaluations for plan sponsors. The firm works with individuals, high net worth individuals, trusts, pension and profit sharing plans, and small businesses.
Assets Under Management$140M
Clients181
Advisors4
Avg. per Client$790K
Avg. per Advisor$36M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Loading...