Advisor at Sterling Wealth Management, Inc.
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
Sterling Wealth Management, Inc.
Location
Champaign, IL 61820
Credentials
CFP®, Series 63, Series 65
Industry experience
24 years
Raymon Brown is a CFP® professional with 24 years of experience in financial advisory. He has been with Sterling Wealth Management, Inc. since 2012 and also maintains a role as a director and shareholder at Erwin Martinkus & Cole, Ltd, a law firm specializing in estate planning. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and pension and profit-sharing plans, providing private wealth management and asset management services. The firm follows an evidence-based, long-term investment philosophy emphasizing fundamental analysis, global diversification, asset allocation, and cost minimization.
Based on Sterling Wealth Management, Inc.
Flat fees may apply based on hourly rate for Financial Consulting projects
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
$250/hour for Certified Financial Planner professional
Account minimum: $1,000,000 Fee-only: Fee-only private wealth management; fees computed as a percentage of assets under management; no commissions.
301 N. Neil Street, Suite 203
Champaign, IL 61820
Illinois · Texas
Sterling Wealth Management
2012 - Present (14 years)
Erwin Martinkus & Cole, Ltd
1999 - Present (27 years)
R. Michael Brown P.C.
1991 - Present (35 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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