Sterling Wealth Management is a private wealth management firm that uses a consultative approach to financial and investment planning. Sterling Wealth Management provides services split into two main categories: wealth management services and asset management services, which include investment consulting, asset management, financial planning, relationship management, and concierge services. Sterling Wealth Management also offers asset management services for qualified retirement plans. Investment strategies rely on fundamental analysis and evidence-based investing, utilizing global diversification across various asset classes while keeping investment costs minimized. Services are tailored to individual client needs starting with an initial discovery process.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable on a client-by-client basis.