Strait Direction Wealth Management (SDWM) offers personalized financial planning and investment management to individuals, families, pension plans, trusts, and small businesses. SDWM helps clients with financial goal setting, cash flow, tax planning, insurance, education funding, retirement, and estate planning. SDWM manages investments primarily through no-load mutual funds and exchange-traded funds.
Assets Under Management$2.2M
Clients17
Advisors1
Avg. per Client$130K
Avg. per Advisor$2.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.35% |
| $5M+ | 1.35% |
Fees are negotiable for assets over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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