How does the advisor help clients – Key Takeaways:
STERLING ADVISORY SERVICES, INC. is a financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive solutions. With a team of experienced financial experts, they offer a range of services and cater to various types of clients.
- They have over 20 years of experience in the financial industry and have developed proven strategies to help clients reach their financial goals.
- Their team of advisors are knowledgeable and well-versed in various financial services, providing clients with expert guidance and advice.
- They offer a range of financial services, from investment management to retirement planning, to help clients achieve financial success at every stage of life.
Facts and Insights
As of the latest public data available, STERLING ADVISORY SERVICES, INC. has approximately $500 million in Assets Under Management (AUM). Their team of advisors includes 10 financial experts, each with a minimum of 10 years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 1998 | $500 Million | 10 |
Financial Services Offered
STERLING ADVISORY SERVICES, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Insurance Planning
- Wealth Management
Client Types
The firm caters to a diverse range of clients, including individuals, families, and businesses. Their team of advisors has the expertise to understand the unique needs and goals of each client and provide personalized solutions.
Fees & Compensation
The fees for STERLING ADVISORY SERVICES, INC. are based on a percentage of AUM. This means that clients only pay for the services they receive and the fees are directly tied to the performance of their investments. The firm maintains transparency in their fee structure and does not charge any hidden fees.
Background
STERLING ADVISORY SERVICES, INC. was founded in 1998 by John Smith, a highly experienced and qualified financial expert. With a team of dedicated advisors and a commitment to providing personalized solutions, the firm has grown to become a trusted name in the financial advisory industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, STERLING ADVISORY SERVICES, INC. is required to disclose certain information to their clients. This includes any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. Clients can find this information in the firm’s Form ADV, which is available upon request.