Gretchen Prince is a registered investment advisor at The Sterling Group, based in Pasadena, CA, with 10 years of industry experience. Gretchen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 270 clients with $400M 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 $500K | 1.25% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
The maximum annual advisory fee is 1.75% and is negotiable between The Sterling Group and the client.
Fee Estimator
Location
225 S. Lake Avenue, Suite 1075, Pasadena, CA, 91101
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Gretchen works as a notary and provides tax preparation/accounting services, each taking minimal time. She also provides investment advisory services through The Sterling Group, dedicating nearly full-time hours, and owns rental real estate, requiring minimal time.
Employment History
Current Registrations
The Sterling Group
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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