Stirling Investment Management offers investment advisory services, managing portfolios based on client objectives. They use a tactical allocation strategy to reduce risk and increase performance, potentially using stocks, ETFs, mutual funds, and other securities. They tailor their advice to individual client needs and may accommodate restrictions on certain investments. Stirling Investment Management does not manage wrap fee programs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.5% per annum depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. The fee rate is determined by the Advisor and is non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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