Per Stirling Capital Management offers investment management and financial planning services. Investment management involves ongoing advice and portfolio management. Financial planning covers areas like retirement, estate, insurance, and tax planning. Consulting services are also available for limited-scope advice on an hourly or fixed-fee basis. Some advisors can provide consulting for 1031 exchanges and participate in collaborative divorce.
Assets Under Management$1.4B
Clients1,022
Advisors31
Avg. per Client$1.4M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
31 Advisors at this firm
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