Sterling Bridge Financial Group offers financial planning and investment management services. Financial planning covers investment planning, life insurance, tax concerns, retirement planning, and debt/credit planning. Investment advice is generally limited to mutual funds, fixed income securities, insurance products including annuities and ETFs, although SBFG primarily recommends indexed funds, ETFs, iShares mutual funds. The firm may direct clients to third-party investment advisors. Client investment strategies are tailored based on their individual circumstances and risk tolerance.
Assets Under Management$95M
Clients270
Advisors4
Avg. per Client$350K
Avg. per Advisor$24M
www.facebook.com/sterlingbridgefg ·www.linkedin.com/company/sterlingbridgefg ·www.sterlingbridgefg.com
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $500K | 1.65% |
| $500K - $1.0M | 1.55% |
| $1M+ | 1.45% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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