Strait & Sound provides wealth management services, including investment management on a discretionary or non-discretionary basis, and investment consulting. Investment consulting includes financial planning, retirement planning, and financial analysis. Strait & Sound may recommend private funds to clients who express interest in these types of investments. The firm generally requires a $500,000 minimum investment, but this may be waived.
Assets Under Management$300M
Clients277
Advisors8
Avg. per Client$1.1M
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.50% |
| $300K - $600K | 1.30% |
| $600K - $1.2M | 1.10% |
| $1.2M - $2.4M | 1.00% |
| $2.4M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees negotiable for assets over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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