Assets Under Management
$396.6M
Number of Clients
270
Number of Advisors
3
Average Client AUM
$1.5M
AUM per Advisor
$132.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
The Sterling Group offers comprehensive wealth management services, including economic advice, market analysis, and referrals to legal and tax professionals. They tailor investment strategies to clients' specific needs, selecting from a wide array of investment vehicles. The firm monitors investments regularly, conducts account reviews, and rebalances portfolios as necessary.
| Assets Under Management | 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% |
Maximum annual advisory fee is 1.75% and is negotiable.
225 S. Lake Avenue, Suite 1075, Pasadena, CA, 91101