Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Freilich is an investment advisor representative with Sterling Capital Management LLC, registered with the state of Florida. Stephen has been in the industry since 2013 and holds the Chartered Financial Analyst designation. Stephen has experience working with a variety of clients including insurance companies, investment companies, and charitable organizations. Stephen is also a committee member of the Palm Beach County, FL - Investment Policy Committee. Stephen’s specializations include providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Wrap & model programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
08/26/2020 - Present
Sterling Capital Management LLC (West Palm Beach FL)
Active
Inactive
Not sure Stephen Freilich is the right advisor for you? Invested Better is here to help.
