Our Pricing

 

We’re a small, independent financial services firm that truly gets to know you: your passions, your values, your goals, and your story.

Through our clear monthly subscription-based model, we offer two flexible service options designed to meet you where you are in life and grow with you over time. 

Whether you want full support or just need a trusted guide, we’re here with proactive advice, thoughtful strategy, and genuine care. As Fiduciaries, we’re always in your corner offering honest, objective guidance with your best interests at heart.

Three+Questions

 

Edge Alliance

Recommended

Starting at $150 per month*
You want more than advice. This is a full-circle relationship. We build, manage and coordinate your financial plan.
Read a Case Study
Personalized Financial Plan
Investment & Risk Management
Proactive Advice & Ongoing Support
Implementation Responsibility: Advisor
Year 1 Meetings: 6-8

Edge Blueprint

Starting at $500 per month*
You want experienced guidance, but prefer to implement on your own. Ideal for hands-on individuals comfortable managing risk.
Read a Case Study
Personalized Financial Plan
No Asset Management
Proactive Advice & Ongoing Support
Implementation Responsibility: Yours
Year 1 Meetings: 4-6
*Planning package pricing is subject to change based on scope of work and on a referral basis.

No Hidden Fees

With the Edge Alliance plan, we provide investment implementation and ongoing risk management for an assets under management (AUM) fee. This fee compensates us for the time, expertise, and stewardship involved in managing your portfolio, ensuring our interests remain aligned with yours as we work toward your financial freedom. See our tiered AUM fee structure below:

  • 1.25%, $0-$1,000,000
  • 1.00%, $1,000,000 - $2,000,000
  • 0.90%, $2,000,000 - $3,000,000
  • 0.50%, $3,000,000+

As your level of AUM increases, your monthly financial planning subscription fee may be reduced, or even fully waived. This integrated fee structure reflects the holistic and comprehensive nature of our ongoing relationship.

We're 100% transparent about our compensation. Should a solution with a commissionable form of compensation be the best or only course of action to serve a part of your financial plan, we will communicate that commission. Examples include but are not limited to:  long-term care, life insurance, annuities, disability insurance and private placements.

ongoing-support-and-advice

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC to residents of AK, AZ, CA, CT, CO, FL, ID,IL, IN, KS, MA, MD, MI, MN, MO, NC, NM, NY, OH, OK, PA, TN, TX, WA and WI. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registeredi nvestment Advisor. Fixed insurance offered through James K. Lancaster. Cambridge and Sterling Edge Financial are not affiliated. Cambridge does not offer tax advice. The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Sterling Edge Financial makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site. 

Cambridge’s Form CRS (Customer Relationship Summary)

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