StraightLine Group offers investment management to individuals and small businesses, both within employer-sponsored retirement plans and in personal investment accounts. They also provide financial planning and discretionary cash management. StraightLine acts as a fiduciary, meaning they are legally required to act in your best interest. Their compensation is either a flat fee or a percentage of the value of your portfolio.
Assets Under Management$1.1B
Clients2,858
Advisors10
Avg. per Client$390K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 0.90% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.45% |
All management fees are negotiable, so clients receiving similar services may pay different fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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