Sterling Investment Advisors (SIA) offers investment management services, creating diversified portfolios based on client needs. SIA also provides financial planning services and access to estate planning tools to investment management clients at no additional cost. Occasionally, SIA provides financial consulting services on an hourly basis to individuals not using investment management services.
Assets Under Management$230M
Clients269
Advisors3
Avg. per Client$850K
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.65% |
Fees are non-negotiable except for the first two clients of the firm and a large endowment who have contracted for lesser amounts. Fees are waived for pro-bono clients and certain family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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