Sterling Advisory Group LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Sterling Advisory Group provides portfolio management, financial planning, and retirement plan consulting services to high-net-worth individuals, families, and businesses. They focus on preserving capital and growing wealth while adhering to Islamic principles. They use a third-party platform to manage held-away assets, such as defined contribution plan participant accounts.

Assets Under Management$16M
Clients49
Advisors1
Avg. per Client$320K
Avg. per Advisor$16M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.35%
$500K - $2.5M1.15%
$2.5M - $4.0M1.00%
$4M+0.75%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Sterling Advisory Group LLC | TrueAdvisor