Sterling Financial Planning offers investment advice, retirement plan consulting, and financial planning to individuals, high net worth individuals, pension and profit sharing plans, trusts, and estates. Investment advisory services are tailored to each client's needs, with investment strategies implemented based on their objectives. Financial planning covers investment and non-investment related matters. Sterling does not provide legal or accounting services and clients are responsible for implementing financial plans.
Assets Under Management$670M
Clients560
Advisors8
Avg. per Client$1.2M
Avg. per Advisor$84M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.40% |
| $5M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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