Sightline Wealth Advisors offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and businesses. Sightline acts as a fiduciary, prioritizing client interests and mitigating conflicts. They focus on long-term wealth building through a mix of active and passive management, asset allocation, diversification, and risk management, aligned with ongoing financial planning.
Assets Under Management$350M
Clients290
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$89M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Sightline Wealth Advisors charges a percentage of the value of your investments on a quarterly basis. The annual fee ranges from 0.4% to 0.95% depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees may be negotiable. There is a $2,500 minimum annual fee.
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