A commission-based management structure can lead to excessive expenses and reduced investment returns. Generally, the more often brokers make changes to your accounts, the more money they make.
StraightLine bundles together a suite of services including account management, advisory services and investment research under a percentage-based fee. The advantage of this structure is that it protects you from unnecessary trading and product placement by commission-seeking advisors. Because StraightLine receives only a reasonable fee based on assets under management, your account is only traded when it is advantageous to you.
Let us help you establish your organization as a leader in providing for the financial security of your employees. StraightLine also provides professional account management for individuals with 401(k), 403(b) and 457 retirement accounts. We manage the account for you – making changes to allocations as needed. We also offer an advice-only management option. Please let us know your needs and we’ll get right back to you and provide you with “straight” answers to your questions.
Corporate Headquarters: 165 Kirts Blvd., Suite 100 • Troy, MI 48084
Local / 248.269.8366 • Toll Free / 877.EDU.403b • Email: firstname.lastname@example.org