NW Straits Financial Services is an independent registered investment advisor offering financial consulting, planning, and investment management. NW Straits tailors its services to each client's unique situation, formulating plans and offering advice based on spending patterns, time horizon, liquidity needs, current holdings, market views, and life goals. Investment recommendations generally include passive index mutual funds and exchange traded funds.
Assets Under Management$11M
Clients10
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.95% |
| $150K - $250K | 1.05% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $3.0M | 0.30% |
| $3M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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