Sterling Manor Financial (SMF) provides ongoing wrap fee portfolio management services tailored to individual client goals and risk tolerance. SMF creates an Investment Policy Statement for each client and may use model portfolios. SMF also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. SMF generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, or treasury inflation protected/inflation linked bonds.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.