Straightline Fees & Minimum

Overview

Headquarters: Troy, MI
Total Firm Assets: $1.2 billion
Average High-Net-Worth Client Portfolio Size: $2.0 million

Fee Disclosure

Source: STRAIGHTLINE ADV PART 2A BROCHURE 7.10.26 (2026-07-10) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,500,000	0.90%
$1,500,001	$3,000,000	0.75%
$3,000,001	$6,000,000	0.60%
$6,000,001	and above	0.45%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,000	0.90%
$5 million	$36,750	0.74%
$10 million	$60,750	0.61%
$50 million	$240,750	0.48%
$100 million	$465,750	0.47%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 44.65%
Number of High-Net-Worth Clients: 265
Total Client Accounts: 4,752
Discretionary Accounts: 4,304
Non-Discretionary Accounts: 448

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 127401

STRAIGHTLINE ADV PART 2A BROCHURE 7.10.26 (2026-07-10) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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