John Wanvig
John Wanvig is a CFP-designated registered investment advisor at White Lighthouse Investment Management, INC., based in Bedford, MA, with 8 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 406 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
First $1,000,000 of investment management is included in the $10,000 annual fixed fee under the Professional Level. Additional AUM fees apply above $1,000,000.
Fee Estimator
Location
Bedford, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
White Lighthouse Investment Management, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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