Sterling Capital Management Inc fees and pricing

Financial planner in Brookfield, Wisconsin. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 24, 2026, Sterling Capital Management Inc charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “The firm charges a fixed fee for financial planning services typically $350 an hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“The firm typically charges fees three months in advance.”
“For which the client has already paid for, alternately, charges will be assessed for any fees that have not been billed for a fractional period.”
“These checks may not be made payable to sterling capital management.”

Its hourly rate of $350 is above the Wisconsin median of $300. 61% of the 95 other Wisconsin planners that publish an hourly rate charge less.
2 of the 5 other planners in Brookfield that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 333
Employees: 3
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
Assets managed: $296,946,819
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 106822
Phone: (262) 970-9700

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.