The Sterling Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Sterling Group advises individuals, high‑net‑worth individuals, professional fiduciaries, trusts and estates and provides a range of wealth management services including written financial planning, hourly financial consulting, discretionary asset management, access to third‑party portfolio managers, and 529 plan allocation services. The brochure states the firm manages client assets on both discretionary and non‑discretionary bases and provides written plans and implementation recommendations tailored to each client’s circumstances.
The firm’s investment process centers on defining an appropriate investment objective and asset allocation, monitoring portfolios for diversification and overlap, and rebalancing as needed; it uses mutual funds, ETFs, individual securities, alternative investments and, when appropriate, third‑party managers. The brochure describes active oversight of manager selections and share‑class considerations, and notes the firm follows a fiduciary Code of Ethics and periodic account reviews to align portfolios with client goals.
Compared with many peers, The Sterling Group discloses that it sponsors a wrap fee program and invites clients to request a separate Wrap Program Brochure, and it notes that it does not charge a management fee for 529 plan assets it manages. The ADV also details custodial relationships with LPL, Schwab and American Funds and discloses receipt of economic benefits (for example, production bonuses, stock options, and reduced‑cost attendance at custodian‑hosted events) and that it is deemed to have custody under standing letters of authorization — disclosures that may be less common among similar team firms.
Client services
Expertise
Occupation focus
Fee options
Written Financial Planning fees generally range from $2,500 to $10,000
$0 - $499,999: 1.25% annually $500,000 - $999,999: 0.95% annually $1,000,000 - $2,499,999: 0.80% annually $2,500,000 - $4,999,999: 0.65% annually $5,000,000 - $9,999,999: 0.50% annually $10,000,000+: 0.40% annually
Advisors may accept commissions for sales of securities in non-advisory accounts; includes distribution or service ("trail") fees from mutual funds.
$150 to $750 per hour for Financial Consulting
Account minimum: $1,000,000
Main office
225 S. Lake Avenue, Suite 1075
Pasadena CA 91101
Advisors at this office
4
Most active in
California · Georgia · Oregon · Tennessee · Virginia · Washington
Also doing business as
Pasadena Financial Advisors Inc. · Sterling Group Wealth Management, LLC · Sterling Group Wealth Mangement, LLC · The Sterling Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Anthony N
CFP®, Series 63, Series 65
Pasadena, CA
The Sterling Group
Anthony Nahra is a CFP® with over 31 years of industry experience. He has been with The Sterling Group since 2006 and Sterling Group Wealth Management, LLC since 2012. Nahra also serves as a co-trustee and attorney-in-fact for his father’s living trust. The Sterling Group is a team-based advisory firm serving individuals, trusts, estates, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, emphasizing customized asset allocation, diversification, and periodic rebalancing tailored to each client’s goals and risk tolerance.
Charles S
ChFC®, Series 63
Pasadena, CA
The Sterling Group
Charles Salembier is a financial advisor at The Sterling Group with 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been with The Sterling Group since 1999, including its wealth management division since 2012. The Sterling Group is a team-based investment advisory firm serving individuals, including high-net-worth clients, as well as trusts, estates, fiduciaries, retirement plans, and business entities. The firm provides discretionary asset management and financial planning services, emphasizing customized asset allocation, diversification, and ongoing portfolio monitoring tailored to each client’s goals and risk tolerance.
Gretchen P
Series 66
Pasadena, CA
The Sterling Group
Gretchen Prince is a financial advisor with The Sterling Group in Pasadena, CA, holding a Series 66 designation and having 10 years of industry experience. She has been associated with LPL Financial and The Sterling Group since 2006. Outside of advisory work, she is also a notary and provides tax preparation and accounting services. The Sterling Group is a team-based investment advisory firm serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers discretionary asset management, financial planning, and consulting, emphasizing customized asset allocation, diversification, and ongoing portfolio monitoring.
Charles L
Series 66
Pasadena, CA
The Sterling Group
Charles Lee is a financial advisor at The Sterling Group in Pasadena, CA, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Odyssey Wealth Design and LPL Financial. The Sterling Group is a team-based advisory firm serving individuals, trusts, estates, retirement plans, and business entities with discretionary asset management and financial planning. The firm emphasizes customized asset allocation, diversification, and periodic rebalancing, and may engage third-party portfolio managers while maintaining oversight and direct client contact.
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