Stirlingshire Investments
Assets Under Management
$69.2M
Number of Clients
264
Number of Advisors
24
Average Client AUM
$262K
AUM per Advisor
$2.9M
Compensation
Fee-Only (AUM)
About This Firm
Stirlingshire RIA LLC provides discretionary portfolio management services customized to each client based on their age, risk tolerance, income, and current assets. They may use various methodologies for portfolio management advice and execution. Stirlingshire also makes a wide range of investment models available to its financial professionals through Advyzon Investment Management (AIM).
Fee Structure
Stirlingshire's portfolio management fees are negotiable up to 2.00% of assets under management, as agreed upon by the adviser and client. The actual fee depends on the type of account, assets, and number of accounts managed. Clients are also responsible for third-party fees such as custodian, brokerage, and transaction fees. Stirlingshire may elect to invest a client’s assets in an AIM model strategy developed by Stirlingshire’s Chief Market Strategist and made available to clients through the AIM model marketplace. AIM model strategy fees collected by AIM on assets investment in a Stirlingshire model strategy are paid to Stirlingshire. Stirlingshire transfers 100% of this model strategy fee to its Chief Market Strategist.
Areas of Practice
Location
15 W 38th St., #704, New York, NY, 10018