Advisor at Sterling Wealth Advisors, 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 Advisors, Inc.
Location
Banner Elk, NC
Credentials
Series 65
Industry experience
< 1 year
Financial Overview: $3,000 to $25,000; Consulting Project/Retainer: $5,000 to $40,000
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
$350 per hour for consulting services and certain specialized services
Account minimum: $400,000 minimum for investment advisory services only; $720,000 minimum for combined financial planning and investment advisory services Minimum fee: $6,000 minimum annual fee for investment advisory services only; $17,000 minimum annual fee for combined financial planning and investment advisory services Fee-only: Fee-only basis for all advisory services; no commissions
Sterling Wealth Advisors
2025 - Present (1 year)
Sterling Wealth Advisors
2024 - 2024 (1 year)
Lowes' Food
2023 - 2024 (1 year)
Liberty University
2022 - Present (4 years)
Unemployed
2022 - 2022 (1 year)
Classical Conversations Plantation
2015 - 2022 (7 years)
Unemployed
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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