Sterling Asset Management offers customized investment advice based on your individual objectives, age, and risk tolerance. Sterling uses fundamental and technical analysis, along with diversification, to manage investments. You can request restrictions on investing in certain securities, and Sterling will monitor your account to ensure compliance.
Assets Under Management$87M
Clients43
AdvisorsN/A
Avg. per Client$2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees for client assets totaling over $2,000,000 are as negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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