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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $2.5M | 1.15% |
| $2.5M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees may be negotiable.