StraitGate Financial is an independent advisory firm founded in 2001, located in Northville, Michigan. The firm specializes in comprehensive financial planning, covering key areas such as cash flow, debt analysis, insurance, taxes, estate planning, retirement planning, and investment strategies. StraitGate Financial partners with third-party money managers through the AssetMark platform to construct and manage client investment portfolios using mutual funds, exchange-traded funds, and other securities. The firm works primarily with individuals and couples, tailoring its advice to each client's specific financial goals, age, and risk tolerance.
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% |
Fees are non-negotiable. An updated schedule applies to newer accounts where the tier over $1,300,000 is 0.00% plus an optional complexity charge.
