Stirling Financial Group offers wealth management, financial consulting, pension consulting, and LPL sponsored program services. Wealth management combines financial planning and portfolio management. Financial consulting offers stand-alone advice. Pension consulting provides defined contribution and benefit plan services. The LPL sponsored program offers professionally managed asset allocation using Optimum Funds shares.
Assets Under Management$180M
Clients304
Advisors2
Avg. per Client$590K
Avg. per Advisor$90M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
The tiered fee schedule applies to single accounts. For multiple accounts, Stirling Financial Group charges an annual flat percentage of assets under management ranging up to 1.50%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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