Straitgate Financial L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
StraitGate Financial L.L.C. provides comprehensive financial planning and investment planning primarily for individual clients and couples, while also serving trusts, estates, charitable organizations, and corporations. The firm limits its planning to comprehensive engagements rather than isolated financial issues and operates on a fee-only basis.
The firm’s advice is delivered through model portfolios and third‑party money managers on the AssetMark platform, using mutual funds, ETFs, stocks, and bonds to blend asset classes and manage portfolio risk. StraitGate reports that the assets it manages are non‑discretionary; clients direct account allocations and the adviser does not accept authority to place trades.
Distinctive features include the firm’s primarily non‑discretionary asset base coupled with its role in selecting and introducing independent discretionary managers through AssetMark, which leaves execution authority with either the client or the third‑party managers. Clients receive regular written progress reports, in‑depth quarterly reviews and typically meet with the advisor about three times per year.
Client services
Expertise
Fee options
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.90% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.30% annually
Minimum fee: $2,000/year minimum fixed retainer fee for financial planning services Fee-only: Fees only, no commissions; minimum fixed retainer fee of $2,000/year if no assets managed
Main office
Northville MI
Advisors at this office
1
Most active in
Illinois · Michigan
Also doing business as
Straitgate Financial L.L.C. · Straitgate Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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