Straight Line Investment Group (SLG) provides ongoing portfolio management services using its own investment models. SLG gathers client information to understand their financial situation and objectives. SLG then implements its investment models for each client account, selecting securities and executing transactions without needing prior permission for each trade. SLG generally invests in mutual funds, equities, bonds, ETFs, and REITs, but may also use other securities to diversify portfolios.
Assets Under Management$50M
Clients107
Advisors1
Avg. per Client$460K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...