Sterling Wealth Management offers private wealth management services, including investment consulting, asset management, financial planning, relationship management, and concierge services. Sterling also provides asset management services for qualified retirement plans. Services are tailored to individual client needs, with regular progress meetings and ongoing communication.
Assets Under Management$430M
Clients232
Advisors9
Avg. per Client$1.8M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable based on the dollar amount of assets and the complexity of financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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