Assets Under Management
$1.4B
Number of Clients
1,022
Number of Advisors
31
Average Client AUM
$1.4M
AUM per Advisor
$44.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Per Stirling Capital Management offers discretionary investment management, comprehensive financial planning, and consulting services. They are a fee-based RIA. Some IARs are dually registered with a broker-dealer and can accept commissions for products sold through the broker-dealer.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable based upon certain criteria.
4800 Bee Caves Road, Austin, TX, 78746