Sterling Investment Advisors, LLC is a fee-based adviser. Thus, client fees are the only source of revenue.
Investment management services fees are as follows:
For accounts valued in excess of $10,000, fees are assessed quarterly based on asset values as of the close of business on the last business day of the quarter. Accounts valued less than $10,000 are assessed an annual fee based on the asset values as of the close of business on the last business day of the year. Fees are non-negotiable. However, the first two clients of the firm and a large endowment have contracted for lesser amounts. Fees are waived for pro-bono clients deemed as “in need of assistance” and certain family members.
As a value-added service to investment advisory clients, Jones provides independent, objective advice regarding a variety of financial planning topics. All financial planning advice is included in the investment management fee. It is important to note that Sterling Investment Advisors, LLC does not sell any products or generate any additional revenue from any source related a client's financial planning activities. Clients with questions regarding insurance, estate planning, taxes, budgeting, or any other financial planning topic are encouraged to call for advice or an appointment.
Financial planning advice is provided to individuals who are not investment advisory clients at a rate of $150 per hour.
The fees of the Advisor are in addition to any commissions charged by the broker/dealer and fees of an exchange-traded-fund, mutual fund, or annuity. These fees are more specifically described on the custodian website and in each investment's Prospectus. Such fees may include, but are not limited to, exchange fees, management fees and fees allowable under Rule 12b-1 under the Investment Company Act of 1940.
2095 S. Boston Place Telephone: 417-777-7677
Bolivar, MO 65613 Email: email@example.com