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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees above $10,000,000 are negotiable.