The Sterling Group provides wealth management services including investment advice, economic advice, and market analysis. They help clients create and implement wealth management strategies and manage their assets. Services include written financial planning, financial consulting, and investment management. The Sterling Group works with a network of professionals for legal and tax advice.
Assets Under Management$400M
Clients270
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$99M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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