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STERLING RANGE FINANCIAL MANAGEMENT, LLC: Helping Clients Reach Their Financial Goals
Sterling Range Financial Management, LLC (SRFM) is a financial advisory firm that provides comprehensive financial planning and investment management services to individuals, families, and businesses. Located in the heart of New York City’s financial district, SRFM has been helping clients achieve their financial goals for over 15 years.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Focuses on long-term goals and risk management
- Offers a wide range of financial services
- Serves a diverse client base
- Uses a transparent fee structure
- Adheres to strict ethical standards
Facts and Insights
Here are some key facts about the services, clients, and background of Sterling Range Financial Management:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 8 | 15+ years |
Financial Services Offered
As a full-service financial advisory firm, SRFM offers a wide range of services to help clients achieve their financial objectives. These services include:
- Investment management, including portfolio design and monitoring
- Retirement planning, including 401(k) and IRA management
- Tax planning and preparation
- Estate planning and trust management
- Insurance analysis and recommendations
- Education planning for children and grandchildren
Client Types
SRFM serves a diverse clientele, including individuals, families, and businesses. They have experience working with clients from various industries and backgrounds, allowing them to provide tailored solutions to meet each client’s unique needs.
Fees & Compensation
Sterling Range Financial Management follows a transparent fee structure, charging a flat percentage of assets under management. This ensures that their interests are aligned with those of their clients and eliminates any potential conflicts of interest.
Background
Sterling Range Financial Management was founded in 2005 by John Smith, a financial expert with over 25 years of experience in the industry. With a team of highly qualified professionals, SRFM remains committed to providing top-notch financial advice and services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Sterling Range Financial Management has a fiduciary duty to act in the best interest of their clients. This means they must disclose any potential conflicts of interest and always put their clients’ needs first. SRFM takes this responsibility seriously and adheres to strict ethical standards.