Strait Direction Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Strait Direction Wealth Management provides personalized financial planning and discretionary investment management primarily to middle- and high-net-worth individuals, trusts, estates, charitable organizations and small businesses. The firm delivers a range of engagement types — comprehensive plans, retainer and hourly engagements, asset management, education funding reviews, and financial coaching sessions — to a small client roster.
The firm generally implements a passive buy-and-hold approach, constructing diversified portfolios mainly with no-load mutual funds and exchange-traded funds and documenting objectives in an investment policy statement; it monitors capital market conditions and makes portfolio adjustments as client circumstances change. SDWM typically manages client accounts on a discretionary basis while allowing clients to impose reasonable restrictions and emphasizing asset allocation and diversification to manage risk.
What is distinctive about this single-advisor practice is the advisor’s dual roles in related industries: the advisor is a registered representative of a broker-dealer and is licensed to sell insurance, and also operates an affiliated tax-preparation/accounting business, which can allow more integrated tax and planning work than is typical for firms of this size. The firm’s offering of financial coaching and broader financial-planning services alongside those affiliations is an uncommon combination among independent, solo advisory practices.
Client services
Expertise
Fee options
Financial planning flat fee ranging from $500 to $6,000; Financial coaching $150 per session
$0 - $5,000,000: 1.35% $5,000,001+: Negotiable
$250 per hour for hourly planning engagements, negotiable case-by-case
Retainer fees subjectively computed, minimum first year retainer fee $2,500 to $6,000
Minimum fee: Retainer fees minimum first year ranges from $2,500 to $6,000
Main office
South Euclid OH
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
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