Sterling Investment Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Sterling Investment Management is an independent investment management firm that provides ongoing investment advisory services on a fee-only basis. Sterling creates customized portfolios based on clients' financial goals, risk tolerance, and time horizon. Portfolios may include equity, fixed income, and alternative securities. Sterling also provides financial planning consultation services, which may be charged hourly or as a flat fee, but are usually covered under the investment advisory fee for clients with assets under management.

Assets Under Management$360M
Clients148
Advisors3
Avg. per Client$2.4M
Avg. per Advisor$120M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.95%
$10M+0.95%

Fees above $10,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm