Sterling Edge Financial

Chicago, Illinois

5.0
Call (312) 858-8934 Visit website →

About

Sterling Edge Financial is a fiduciary financial advisory firm based in Chicago that offers financial planning, investment management, and insurance analysis. The firm operates under a hybrid fee model, charging assets under management fees (ranging from 0.50% to 1.25% depending on account size) plus optional monthly subscription fees for planning services, and may recommend commission-based solutions for insurance and other specific products when appropriate. The firm's planning process addresses cash flows, benefits, insurance, investments, taxes, and estate planning, with ongoing adjustments as clients' circumstances change. Securities are offered through Cambridge Investment Research, Inc., and advisory services through Cambridge Investment Research Advisors, Inc., both FINRA/SIPC-registered entities.

Specialties

Firm details

Languages
English
Hours
Daily: Closed
SEC registered
No
0 selected
Compare →