Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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 - $2.0M | 0.50% |
| $2M+ | 0.30% |
Updated fee schedule for new clients and existing clients with assets over $1,300,000: - First $250,000: 1.00% - Next $250,000: 0.90% - Next $500,000: 0.75% - Next $300,000: 0.50% - Over $1,300,000: 0.00% (or as determined by Complexity Charge) A complexity charge may be applied to clients with more than $1,300,000 in assets, depending on their individual planning needs.
Fee Estimator
Contact
Keith Southwick
Location
Northville, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Straitgate Financial L.L.C.
State Registrations2 states
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Exams
Additional Information
We are firm believers that any plan requires adjustments along the way. Therefore, we offer ongoing service to our clients that can range from one to four meetings or calls annually. With this option, we can track your progress and help you to make any course corrections that may become necessary. Also, we will be there to help when your life takes a turn, whether it is for the good or for the bad.