Advisor at Sterling Wealth Management, Inc.
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Firm
Sterling Wealth Management, Inc.
Location
Champaign, IL 61820
Credentials
CFP®
Industry experience
21 years
Sharon Allen is a CFP® professional with over 21 years of experience in financial advising, currently serving at Sterling Wealth Management, Inc. since 2004. She is a board member of the University of Illinois Employees Credit Union and a lecturer at the University of Illinois, where she teaches courses within the Certified Financial Planning curriculum. Allen is also involved in several nonprofit finance and estate planning organizations in the Champaign, IL area. Sterling Wealth Management serves individuals, families, trusts, estates, charitable organizations, business entities, and retirement plans with private wealth management and asset management services. The firm follows an evidence-based, long-term investment approach emphasizing fundamental analysis, diversification, asset allocation, and cost minimization, providing discretionary portfolio management along with consulting and concierge services.
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
2004 - Present (22 years)
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Lawyer
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Real estate agent
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Other specialized services
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