Sterling Retirement Group of Sacramento
Sterling Retirement Group of Sacramento offers comprehensive financial planning, consulting services, business consulting, and portfolio management. Sterling Retirement Group of Sacramento builds individualized portfolios using value, safety, and quality principles with a heavy emphasis on risk control. The firm can also recommend independent third-party investment advisers and coordinate co-adviser relationships. Sterling Retirement Group of Sacramento works with individuals, corporations, and other business entities, focusing on personalized strategies tailored to each client's specific time frame, risk parameters, and objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annualized fees range from 0.30% to 1.50% of the value of your portfolio. For third-party adviser programs, Sterling Retirement Group of Sacramento charges between 0.30% and 1.65%, with combined total fees not exceeding 3.00%.