Value is in the eye of the beholder, so it is time to expand your horizons.

Over the years we have assembled an experienced team of professionals to assist our advisors in implementing proper business practices and in growing a more profitable and sustainable business. We want to further energize your entrepreneurial spirit by providing you a platform you can excel on.

Sterling’s value proposition is unique and compelling, commencing with our “Hybrid 80/20 Plan” compensation plan. With our hybrid flat fee compensation program, advisors have a variable payment schedule that has an 80/20 commission split, but with a Dealer Maximum of $18,500 per year. Once you reach this target all the commissions thereafter are 100% yours for the remainder of the year.

Secondly, our Sterling Self-Directed and Nominee plans allow access to top mutual fund companies while minimizing paperwork for both clients and advisors at a fraction of the cost compared to traditional self-directed plan providers.

Finally, our “Fee-Based” program allows our advisors and their clients to take advantage of varying mutual fund share classes with lower MER’s while allowing clients possible tax advantages that are associated with fee based plans. In addition, this will not only help attract potential higher net worth clients but potentially help keep current ones.

Our industry leading value proposition is Sterling’s way of doing business by letting you keep more of your hard earned dollars while making it easier for you to do business.