Advisor at Strait Direction Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Strait Direction Wealth Management
Location
South Euclid, OH
Credentials
Series 66
Industry experience
9 years
Rosie George is a financial advisor at Strait Direction Wealth Management with nine years of industry experience. She previously worked at Edward Jones for five years before founding her current independent firm in 2021. In addition to her advisory role, she owns Mitchell Financial Services, a tax services business. Strait Direction Wealth Management provides personalized financial planning and discretionary investment management to individuals, small businesses, trusts, estates, and charitable organizations. The firm employs a largely passive, buy-and-hold investment approach using no-load mutual funds and ETFs, with portfolios managed according to written investment policy statements and tailored to clients’ risk tolerance and objectives.
Based on Strait Direction Wealth Management
Based on Strait Direction Wealth Management
$500 to $6,000 for comprehensive financial planning; $150 per session for financial coaching
$0 - $5,000,000: 1.35% $5,000,001+: Negotiable
$250/hr for hourly planning engagements, negotiable on a case-by-case basis
Retainer fees ranging from $2,500 to $6,000 minimum first year, renewal fees may vary
South Euclid, OH
Ohio
Strait Direction Wealth Management, LLC
2021 - Present (5 years)
Edward Jones
2016 - 2021 (5 years)
Retired
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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