Karsten Caviezel is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in Gig Harbor, WA, with 26 years of industry experience. Karsten operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 866 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lighthouse Wealth Strategies charges an annual fee for managing your investments, ranging from 0.00% to 2.00% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration you require. The fee is calculated based on the value of your account on the last day of the previous quarter and is billed quarterly in advance. The fee is negotiable based on your individual circumstances. Family members' accounts may be combined to potentially lower the fee.
Location
3312 Rosedale St, Suite 201, Gig Harbor, WA, 98335
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karsten is the trustee for Caviezel Wealth Management 401k and has 57% ownership in Caviezel Wealth Management LLC, dedicating nearly full-time hours to each. He also owns rental properties in Sandpoint, ID and Packwood, WA, and co-owns a vacation home in Gig Harbor, WA.
Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations12 states
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