Sterling Manor Financial, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$200M
Clients395
Advisors3
Avg. per Client$510K
Avg. per Advisor$67M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Advisors at this firm