Sterling Oak Wealth Advisors offers investment advice to high net worth individuals and retirement plans. They create customized investment strategies using dividend-paying stocks and low-cost exchange-traded funds (ETFs). Sterling Oak also provides financial planning services, either as part of investment management or as a separate agreement, covering areas like retirement, education, and insurance needs. They may refer clients to other specialists like accountants or attorneys.
Fee Structure
Sterling Oak's investment management fee is a percentage of your portfolio's value, up to 2.00% annually. The exact percentage depends on the complexity of the services, the amount of assets managed, and your overall relationship with Sterling Oak. The fee is charged quarterly, in advance. Fees may be negotiable.