John Wanvig is a CFP-designated registered investment advisor at White Lighthouse Investment Management, INC., based in Bedford, MA, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 357 clients with $690M 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% |
Professional Level clients pay a $10,000 annual fixed fee, which includes investment management for the first $1,000,000. Additional AUM fees apply above $1,000,000. Concierge Level clients pay a minimum annual fixed fee starting at $40,000, and may also pay AUM fees depending on the amount of assets managed.
Fee Estimator
Location
Bedford, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
White Lighthouse Investment Management, INC.
State Registrations1 state
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