Sterling Advisory Services (SAS) provides portfolio management based on individual client goals and risk tolerance. SAS creates investment policy statements and may request authority to make trades without client permission. SAS also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. SAS primarily advises on mutual funds, stocks, bonds, ETFs, and real estate.
Assets Under Management$2.4M
Clients15
Advisors1
Avg. per Client$160K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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