Assets Under Management
$303.9M
Number of Clients
277
Number of Advisors
8
Average Client AUM
$1.1M
AUM per Advisor
$38.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Strait & Sound provides wealth management on a discretionary and non-discretionary basis, along with investment consulting services. They focus on understanding client values, goals, and preferences to align strategies and planning. They may recommend private funds and do not accept compensation for these recommendations.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.30% |
| $600K - $1.2M | 1.10% |
| $1.2M - $2.4M | 1.00% |
| $2.4M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for assets over $10,000,000.
DE, United States