Sterling Wealth Advisors offers investment advisory services, financial planning, and consulting to individuals, high net worth individuals, trusts, and estates. They provide ongoing financial planning combined with investment management, or investment management only. They also offer stand-alone financial planning services on a project or retainer basis. Sterling Wealth Advisors does not sell insurance or investment products and does not accept commissions.
Assets Under Management$190M
Clients80
Advisors3
Avg. per Client$2.3M
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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