Sterling Investment Advisors Ltd.
Assets Under Management
$961.4M
Number of Clients
421
Number of Advisors
6
Average Client AUM
$2.3M
AUM per Advisor
$160.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sterling Investment Advisors offers discretionary investment advisory services, including financial planning and consulting. They also provide retirement plan consulting. Financial planning is offered on a stand-alone fee basis. The firm may recommend independent managers and utilize interval funds. They may also advise on private investment funds and cryptocurrency.
Fee Structure
The firm charges a negotiable annual investment advisory fee based on a percentage of assets under management, up to 1.00%. This fee is pro-rated and paid quarterly in advance. Financial planning and consulting fees range from $2,000 to $20,000 on a fixed fee basis, or at a mutually agreed upon hourly rate. Clients engaging independent managers will incur additional fees, but the combined fee will not exceed 1.00% of assets under management. Retirement plan consulting fees range from 0.06% to 0.75% of plan assets.
Areas of Practice
Location
1055 Westlakes Drive, Suite 150, Berwyn, PA, 19312