Sharon Allen is a CFP-designated registered investment advisor at Sterling Wealth Management, INC., based in Champaign, IL, with 21 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning. Their firm serves 232 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable based on the dollar amount of assets and the complexity of financial planning services.
Fee Estimator
Location
301 N. Neil Street, Suite 203, Champaign, IL, 61820
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Sharon is a board member of the University of Illinois Employees Credit Union and a lecturer at the University of Illinois. She also participates in several community organizations, including the Family Wealth Advisor's Council, Presence Covenant Medical Center Foundation, United Way of Champaign County, and the Eastern Illinois Estate Planning Council.
Employment History
Current Registrations
Sterling Wealth Management, INC.
State Registrations2 states
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