Sterling Growth Investments, LLC manages investment accounts for individuals, trusts, estates, and charitable organizations. The firm uses a proprietary investment model tailored for growing client assets while managing risk. They invest in US company shares, ADRs of foreign companies traded on US exchanges, ETFs, and options. During market downturns, they move client assets into cash positions.
Assets Under Management$5.7M
Clients10
Advisors2
Avg. per Client$570K
Avg. per Advisor$2.9M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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