Assets Under Management
$961.4M
Number of Clients
421
Number of Advisors
6
Average Client AUM
$2.3M
AUM per Advisor
$160.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sterling Investment Advisors provides discretionary investment advisory services, including financial planning and consulting. They also offer retirement plan consulting. Clients' financial goals are ascertained to create and manage a portfolio. The firm may recommend independent managers and private investment funds.
1055 Westlakes Drive, Suite 150, Berwyn, PA, 19312