John Raftery
John Raftery is a registered investment advisor at Sterling Retirement Group of Sacramento, based in Roseville, CA. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 413 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sterling Retirement Group charges a percentage of your portfolio each quarter, ranging from 0.30% to 1.50% per year. The fee is calculated in advance based on the value of your account at the end of the previous quarter. This fee does not include brokerage commissions or other transaction fees.
Location
300 Harding Blvd #115, Roseville, CA, 95678
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sterling Retirement Group of Sacramento
State Registrations1 state
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