Sterling Advisor Group offers investment advisory services through a Manager of Managers Program, where they select and monitor third-party investment managers for clients. They also provide advisory referral services, connecting clients with independent registered investment advisors. SAG does not directly manage assets but oversees assets managed by third-party money managers. They work with AMP Wealth Management, W.E. Donahue, Hanlon Investment Management, and Flexible Plan Investments.
Fee Structure
Sterling Advisor Group does not directly manage client assets. Instead, they use a Manager of Managers program where they select third-party investment managers. The annual fee for this program varies depending on the portfolio manager selected and is charged as a percentage of the assets under management.
SAG is paid either directly by the client or by the independent advisor selected by the client. The portion of the advisory fee paid to SAG does not increase the client's ultimate advisory fee paid to the selected independent investment advisor.