Sterling Investment Counsel (SIC) offers portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. SIC may request authority to make trades without asking first. SIC also offers investment management services through the AssetMark Platform. Financial planning, including investment, insurance, tax, retirement, and college planning, is offered at no additional cost.
Assets Under Management$820M
Clients802
Advisors6
Avg. per Client$1M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$1,500
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 vary by client dependent upon the complexity and the size of the investment portfolio. These fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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