Assets Under Management
$1.7M
Number of Clients
16
Number of Advisors
1
Average Client AUM
$104K
AUM per Advisor
$1.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Strait Direction Wealth Management provides personalized financial planning and investment management services. Advice includes financial objectives, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.35% |
| $5M+ | 1.35% |
Fees are negotiable for assets over $5,000,000.
5001 Mayfield Rd., Ste. 210, Lyndhurst, OH, 44124