Sterling Retirement Group of Sacramento
Sterling Retirement Group of Sacramento provides financial planning, business consulting, and investment management services to individuals, corporations, and other business entities. Financial planning includes comprehensive plans and consulting services. Business consulting focuses on cost savings and business transfer strategies. Investment management creates individualized portfolios based on client objectives and risk tolerance. Sterling also recommends third-party investment advisors.
Fee Structure
Sterling Retirement Group charges a percentage of your portfolio each quarter, ranging from 0.30% to 1.50% per year. The fee is calculated in advance based on the value of your account at the end of the previous quarter. This fee does not include brokerage commissions or other transaction fees.