Sterling Range Financial Management specializes in managing custom investment portfolios for high net worth individuals, non-profits, and corporations. Services include strategic planning, global asset allocation, portfolio management, tax-aware investing, behavioral coaching, and customization. Sterling Range acts as a registered investment advisor, legally required to act in your best interest, and is compensated based solely on a percentage of assets managed.
Assets Under Management$99M
Clients42
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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