Sterling Wealth Management (SWM) offers investment management based on client goals and risk tolerance. SWM creates an investment policy statement for each client. SWM also offers financial planning services, including investment, insurance, tax, retirement, college, and debt/credit planning. SWM primarily recommends U.S. equities but may use other securities to diversify portfolios.
Assets Under Management$37M
Clients13
Advisors1
Avg. per Client$2.9M
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable or waived for certain clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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