Sterling Investment Counsel manages investment portfolios tailored to each client's individual goals, risk tolerance, and time horizon. The firm creates personalized investment policies, handles asset allocation and selection, and monitors portfolios on an ongoing basis. Sterling Investment Counsel also offers financial planning covering topics such as investment planning, life insurance, taxes, retirement, and college planning at no additional cost. In addition to direct portfolio management, the firm offers investment management through a managed account program provided by AssetMark, utilizing independent investment strategists. Sterling Investment Counsel typically limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, exchange-traded funds, and inflation-protected bonds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.25% |
Relationships are subject to a minimum annual fee of $1,500. Fees are generally negotiable.