Sterling Financial Group is an investment advisory firm that manages client assets and offers wealth management services. They provide economic advice and market analysis, and can refer clients to legal and tax professionals. The firm offers written financial planning, financial consulting, and investment management services. They also offer retirement plan consulting services to employer plan sponsors.
Fee Structure
Sterling Financial Group offers investment management services on a non-wrap basis. The annual fee is a percentage of the assets managed, but the brochure shows a range of fees, so the exact fee will be outlined in your advisory agreement. Fees are billed quarterly in advance. The fee schedule is not tiered, meaning the maximum fee percentage is charged for each tier. The firm also utilizes third-party money managers who establish their own billing processes.