Sterling Futures provides portfolio supervision services, developing investment strategies based on your needs and preferences. They can design portfolios of mutual funds, stocks, and bonds. Sterling Futures also offers financial planning, retirement planning, portfolio analysis, estate planning, employee benefits consulting, pension consulting, and financial coaching. They participate in the SEI Asset Allocation Program, selecting asset allocation models for clients.
Assets Under Management$23M
Clients39
Advisors1
Avg. per Client$590K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Maximum fee not to exceed $40,000. The fee may be negotiated if your requirements vary significantly from normal. There is a $250 monthly minimum fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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