Gabriel Fairorth is a registered investment advisor at Sterling Investment Advisors LTD., based in Berwyn, PA, with 4 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 421 clients with $960M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
421 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$961.4M

Fee Structure

Planning is included in investment management (also available separately)

Sterling Investment Advisors charges a percentage of the value of your investments. The exact percentage is negotiable and can vary based on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients may also incur fees charged by independent investment managers if they choose to use them, but the combined fee will not exceed 1% of the assets managed.

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Location

1055 Westlakes Drive, Suite 150, Berwyn, PA, 19312

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Gabriel works as a Country Club Assistant at Waynesborough Country Club, assisting with club activities. This takes a few hours per week and is not investment-related.

Employment History
Current Registrations
Sterling Investment Advisors LTD.
March 2022 - Present · 4 yrs 1 mo
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gabriel Fairorth - Financial Advisor | TrueAdvisor