StraitGate Financial provides comprehensive financial planning, including retirement and investment planning. They review various areas of your finances, such as cash flow, debt, insurance, taxes, and estate planning. StraitGate Financial uses third-party money managers through AssetMark to manage client assets, selecting managers based on factors like portfolio risk and investment philosophy. StraitGate Financial tailors investment advice to individual client needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.75% |
| $1.0M - $1.3M | 0.50% |
| $1.3M+ | 0.00% |
A Complexity Charge may be utilized for CLIENTS with more than $1,300,000 in assets managed by the PLANNER. This charge will be determined on a case-by-case basis depending on the degree of complexity in the CLIENT’S individual planning needs. This charge will be evaluated annually and may increase, decrease, or be eliminated depending on the CLIENT’S needs in that particular year.
