Sterling Wealth Management

Wealth Management Firm in Champaign County, IL

Firm Info
Address: 301 N Neil St #203, Champaign, IL 61820, USA
Phone: (217) 398-1900

Firm Size
Assets Under Management: $306.3 million
# of Advisors: 4
# of Clients: 496
Client to Advisor Ratio: 124:1
Average Account Size: $617,583
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Sterling Wealth Management, Inc. Overview

Mutual Advisors, LLC is a registered investment advisory firm that provides investment advice only. The firm's fee arrangement is fee-based, which means that clients pay based on the type and amount of service provided. Since 2013, Mutual Advisors has been providing financial planning services and portfolio management for individuals and small businesses. The firm also offers portfolio management services for businesses or institutional clients and pension consulting services. In addition to these services, Mutual Advisors, LLC provides clients with the option to select other advisors based on their needs. The firm's headquarters are located in Casper, WY, and it serves clients nationwide. One of the unique services that Mutual Advisors offers is hourly consulting. This allows clients to receive advice on a particular financial matter without committing to a long-term relationship. With a focus on personalized service and a commitment to financial success, Mutual Advisors is a strong choice for those seeking sound investment advice.

STERLING WEALTH MANAGEMENT, INC. serves a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, charitable organizations, and other corporation types not listed. The firm caters to clients with a wide range of wealth management needs, and offers personalized services to meet their unique financial goals and objectives. Whether the client is an individual looking to build their wealth, a corporation seeking to manage their assets, or a non-profit organization focused on charitable giving, STERLING WEALTH MANAGEMENT, INC. has the expertise and knowledge to provide exceptional service. The fee structures available at STERLING WEALTH MANAGEMENT, INC. vary depending on the type of service provided. Clients may pay a percentage of Assets Under Management (AUM), which is a common fee structure for investment management services. Hourly fees may also be charged for more specific financial planning or consulting services. Additionally, fixed fees may be available for certain types of services, such as retirement planning or estate planning. Whatever the client's needs and preferences may be, STERLING WEALTH MANAGEMENT, INC. offers a fee structure that will fit their budget and provide excellent value for their money.

Typical Clients, Fee Structures & Investment Minimum

The minimum account size for Sterling Wealth Management, Inc. is generally $1,000,000, according to their Part 2 Brochure note about investment minimums. However, the firm may require a lesser account minimum and/or reduce its advisory fee based upon certain criteria at their discretion. It is not mentioned in their brochure if there is a specific investment minimum.

How This Office Can Help Champaign County, IL Residents

Leonard Rickey Investment Advisors is a trusted financial firm providing top-quality investment advisory services to clients in Yakima County, WA. The expert advisors at Leonard Rickey closely analyze their clients' financial situation and develop a tailor-made investment plan that meets their specific objectives and goals. Their comprehensive approach includes retirement, estate, insurance planning, and investment management services. Yakima County, WA, is home to a diverse population with varied financial situations. Many of the residents work in agriculture, manufacturing, and healthcare industries. The advisors at Leonard Rickey provide sound financial planning advice to small business owners, farmers, and medical professionals. These clients typically have specific financial challenges, including tax management, risk mitigation, and retirement planning. Leonard Rickey has a wealth of experience in addressing these challenges to ensure their clients' financial security.

To view the Minimum Investment and Fee Schedule for Sterling Wealth Management, Inc., visit their Part 2 Brochure.

Services Offered by Sterling Wealth Management, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Sterling Wealth Management, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 301 N Neil St #203, Champaign, IL 61820, USA
Phone (217) 398-1900
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Sterling Wealth Management, Inc. is registered to service clients in the following states:

  • California
  • Colorado
  • Illinois
  • Michigan
  • Texas

Disciplinary History

Sterling Wealth Management, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

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