Sterling Bridge Financial Group offers comprehensive financial planning and investment management services for individuals and high-net-worth clients. The firm helps clients build and manage their portfolios primarily using mutual funds, exchange-traded funds, fixed income securities, and insurance products such as annuities and crypto exchange-traded funds. Sterling Bridge Financial Group utilizes modern portfolio theory and long-term trading strategies to align investments with each client's specific risk tolerance and time horizon. Clients also have the option to have their assets managed by carefully selected third-party investment managers. In addition to portfolio oversight, the firm provides personalized financial planning covering retirement, taxes, estate strategies, insurance, debt management, and periodic educational workshops.
Fee Structure
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 generally negotiable and billed monthly in arrears.