Paul Light is a CFP-designated registered investment advisor at Light Financial Services, INC., based in Fargo, ND, with 21 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 608 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Light Financial Services offers investment management services where fees range from 0.25% to 1.50% of the value of your portfolio annually. These fees are billed either quarterly or monthly, at the end of the period. The exact fee depends on factors like the complexity of your situation and the amount you invest. Light Financial Services also offers access to the Orion Wrap Fee Program, which has its own set of fees.
Location
3575 45th St S, Suite 112, Fargo, ND, 58104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Light Financial Services, INC.
Previous Registrations
United Securities Alliance, INC.
State Registrations2 states
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