Sightline Wealth LLC (SW) offers wealth management services that include both investment management and financial planning. SW develops a personal investment policy for clients based on their goals, risk tolerance, and tax considerations. SW primarily advises on stocks, bonds, mutual funds, ETFs, and government securities. Financial planning is included in wealth management services and covers areas like cash flow, debt management, college savings, retirement planning, insurance, and estate planning. SW may recommend outside managers to assist with investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.70% |
| $6M+ | 0.65% |
If Sightline Wealth utilizes an outside manager, the above fee schedule does not include the outside manager's fee. At no point will the combined fee charged to the client exceed 2% of assets under management.