Sterling Capital Advisors provides investment advice to individuals, families, trusts, estates, charitable entities, and business organizations. They focus on private investments, helping clients evaluate and access alternative investments like private equity and debt. They also offer portfolio management for publicly traded assets like stocks, bonds, mutual funds, and ETFs. Advice is tailored to each client's financial situation and goals.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable and may be higher or lower in specific situations.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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