Strait Direction Wealth Management offers personalized financial planning and investment management services designed to help individuals, families, and small businesses navigate their financial lives. Founded in 2021 and led by Rosie George, the firm provides guidance on investment strategies, retirement preparation, tax planning, cash flow management, insurance reviews, estate planning, and education funding. Strait Direction Wealth Management tailors its approach to each client's unique goals, risk tolerance, and financial situation, utilizing a buy-and-hold investment strategy primarily through mutual funds and exchange-traded funds. Clients can choose from comprehensive financial planning agreements, ongoing retainer engagements, hourly consulting, or direct investment management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.35% |
| $5M+ | 1.35% |
Fees for assets over $5,000,000 are negotiable.