State Line Wealth Management offers investment advisory services, managing portfolios based on client objectives. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and mutual funds. State Line also provides non-discretionary investment advice for qualified retirement plans. They tailor their services to individual client needs and do not participate in wrap fee programs.
Assets Under Management$35M
Clients38
Advisors1
Avg. per Client$920K
Avg. per Advisor$35M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The fee may be negotiated by State Line at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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