Charles Sterling
Advisor at DeafInvest
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DeafInvest
Location
Tysons, VA 22102
Credentials
Series 65, Series 66
Industry experience
16 years
About
Charles Sterling is a financial advisor at DeafInvest with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Cetera Advisors LLC, Dawn, Investors Capital Corporation, and Schwarz Financial Services. Sterling is involved in tax preparation and consulting through DeafTax LLC and has longstanding roles with organizations such as the Maryland School for the Deaf Alumni Association and Global Deaf Muslim. DeafInvest provides fee-based investment advisory and financial planning services primarily to individuals and small organizations connected to the deaf community. The firm offers discretionary portfolio management along with integrated tax planning and preparation, managing portfolios through a combination of fundamental, technical, and quantitative analysis.
Client services
Based on DeafInvest
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Flat fees for seminars and workshops negotiated based on size, location and duration; examples: $600 for local 1-day workshop, $2,000 for seminar with 100+ attendees
$50,000 - $499,999: 2.0% (All-Inclusive Services) $500,000 - $1,499,999: 1.80% (All-Inclusive Services) $1,500,000 - $4,999,999: 1.50% (All-Inclusive Services) $5,000,000+: 1.0% (All-Inclusive Services) $50,000 - $499,999: 1.50% (Portfolio Only Service) $500,000 - $1,499,999: 1.30% (Portfolio Only Service) $1,500,000 - $4,999,999: 1.10% (Portfolio Only Service) $5,000,000+: 0.70% (Portfolio Only Service) $0 - $100,000: 1.00% (Robo-advisor Advisory) $100,000 - $999,999: 0.90% (Robo-advisor Advisory) $1,000,000 - $1,499,999: 0.80% (Robo-advisor Advisory) $1,500,000+: 0.70% (Robo-advisor Advisory)
$100 per hour for financial planning and investment research & consulting; negotiable
Account minimum: $5,000 Fee-only: $100 per hour for financial planning and investment research & consulting; fees negotiable; flat fees also possible for seminars/workshops starting at $100/hour or flat fee negotiated
Location
1775 Tysons Blvd, 4 Th Floor #04160
Tysons, VA 22102
Most active in
Charles S has reported serving >5 clients in these states in the last 12 months.
Arizona · District of Columbia · Florida · Maryland · Virginia
Work history
Cetera Advisors LLC
2016 - 2019 (3 years)
Dawn
2016 - 2019 (3 years)
Latino Deaf And Hard Of Hearing Of Dc Metro Area Inc
2015 - 2016 (1 year)
Maryland School For The Deaf Alumni Association Inc
2014 - Present (12 years)
Investors Capital Corporation
2013 - 2016 (3 years)
Global Deaf Muslim
2008 - Present (18 years)
Schwarz Financial Services
2008 - Present (18 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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