Sterling Capital Management LLC
Assets Under Management
$66.2B
Number of Clients
3,535
Number of Advisors
37
Average Client AUM
$18.7M
AUM per Advisor
$1.8B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sterling Capital Management offers investment management services to institutional and individual clients through separate accounts, wrap and model programs, OCIO services, registered investment companies, and retirement plan services. They provide discretionary investment management services and non-discretionary investment advice.
Fee Structure
Sterling is compensated for investment management services by charging a fee based on an annual rate on total AUM or AUA for Model Programs. Fixed fees may be set when the amount of work involved is not directly related to AUM or AUA. Fees and minimum account sizes may vary or be negotiable depending on various factors. Fees are generally billed quarterly, in advance or arrears. Performance-based fees may be available where applicable by law. Please refer to Appendix A for Sterling’s standard fee schedules.
Areas of Practice
Location
4350 Congress Street, Suite 1000, Charlotte, NC, 28209