Sterling Capital Management LLC is an investment adviser registered with the SEC, offering a broad range of investment management and advisory services to institutional and individual clients, retirement plans, and pooled investment vehicles. Sterling Capital Management provides strategies across fixed income, equity, asset allocation, direct indexing, and outsourced chief investment officer services. The firm utilizes various security analysis methods and manages portfolios on a discretionary and non-discretionary basis.
Assets Under Management$69B
Clients3,508
Advisors33
Avg. per Client$20M
Avg. per Advisor$2.1B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.50% |
Rates shown reflect family office and foundation equity schedule. Different strategies and client types have separate fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
33 Advisors at this firm
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