Sterling Investment Advisors provides investment advisory services where they manage your investments for you. They also offer financial planning and consulting services, covering areas like personal planning, tax and cash flow planning, and insurance planning. Sterling may recommend independent investment managers and investments like interval funds. They may also advise on investments in Bitcoin, cryptocurrencies, or digital assets.
Fee Structure
Sterling Investment Advisors charges a percentage of the value of your investments. The exact percentage is negotiable and can vary based on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients may also incur fees charged by independent investment managers if they choose to use them, but the combined fee will not exceed 1% of the assets managed.