Sterling Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$187,596,209
Total clients
80
56% high-net worth
Total advisors
1
of 7 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
80
Average account size
$2,344,953
Client services
Fee options
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
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Sterling Wealth Advisors, Inc.
8201 Peters Road, Suite 1000
Plantation FL 33324, United States
Number of offices
3
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