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StraightLine

Updated today

Total assets under management

$1,170,377,158

Total clients

2,358

11% high-net worth

Total advisors

10

of 11 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

236

Average account size

$496,343

About

StraightLine serves individual investors and employer-sponsored retirement plan sponsors, offering discretionary investment management, standalone and integrated financial planning, discretionary cash management, and retirement-plan education and communication services. The firm operates as a fee-only fiduciary and, per its disclosures, manages roughly $1.17 billion in client assets while serving more than 2,300 client relationships.

Investment work rests on proprietary model portfolios and a research-driven process that draws on charting, cyclical, fundamental, quantitative, and technical analyses and implements allocations primarily through mutual funds and ETFs using both long- and short-term trading. StraightLine provides both discretionary and non-discretionary options, may engage sub-advisers for specialized strategies, and communicates account updates and market information at least quarterly.

Several features in the brochure distinguish StraightLine from many peers: the firm’s client roster implies a high client-to-advisor ratio (over 200 clients per advisor), it emphasizes ongoing participant education for plan sponsors (in-person group meetings, one-on-one sessions, webinars, and newsletters), and it discloses ancillary activities that can create conflicts of interest — specifically, operation as a licensed insurance agency that can receive commissions and minority ownership by investing employees in a financial‑wellness platform the firm may use with clients.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Consultations

Expertise

General retirement planning Active portfolio management

Fee options

Fixed

Non-discretionary portfolio allocation service: $3,600 annually billed quarterly; Financial Planning standalone service: $2,400 to $4,800 annually.

Percentage

$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+: 0.45%

Commissions

Commission-based compensation received from insurance products sold to clients.

Other

Fee-only: Fee-only adviser; fees are flat fees or percentage of AUM; no commissions except for insurance products sold separately.

Main office location

StraightLine

165 Kirts Blvd., Ste 100

Troy MI 48084-5200, United States

Number of offices

4

Most active in

Alaska · Arizona · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Illinois · Indiana · Kansas · Kentucky · Maine · Massachusetts · Michigan · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oklahoma · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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