Sterling Advisory Services offers investment advice and financial planning to individuals, families, and businesses. Services include asset management, comprehensive portfolio management, and financial planning & consulting. The firm creates tailored investment strategies based on client needs and goals, reviewing portfolios at least quarterly. Financial planning covers areas like retirement, estate, tax, and education planning. Sterling Advisory Services may refer clients to other specialists like accountants or attorneys.
Assets Under Management$5.6M
Clients2
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Sterling Advisory Services offers two investment management options with fees based on the value of your account, billed quarterly in advance:
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Asset Management:
- Up to $500,000: 1.50% per year
- $500,001 to $1,000,000: 1.40% per year
- $1,000,001 to $3,000,000: 1.25% per year
- Over $3,000,000: 1.00% per year
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Comprehensive Portfolio Management:
- Up to $500,000: 1.75% per year
- $500,001 to $1,000,000: 1.65% per year
- $1,000,001 to $3,000,000: 1.50% per year
- Over $3,000,000: 1.25% per year
Fees may be negotiable.
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