Sterling Wealth Advisors is a registered investment advisor based in Plantation, Florida, that offers both combined financial planning and investment management services, as well as standalone investment management and standalone financial planning. The firm operates on a fee-only basis, meaning they do not sell insurance or investment products and do not accept commissions or referral fees. Sterling Wealth Advisors tailors its investment strategy to each client's specific objectives and needs, primarily utilizing no-load mutual funds, exchange-traded funds, individual bonds, and government securities. Clients can engage the firm for ongoing wealth management or for specific project-based consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Rates apply to the combined planning and investment management service. Standalone investment management is charged at a flat rate of 1.50%. Minimum annual fee floors apply ($17,000 for combined service, $6,000 for investment management only).
