Robert Walsh is a CFP-designated registered investment advisor at Lighthouse Financial Advisors, INC., based in Red Bank, NJ, with 24 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 429 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lighthouse Financial Advisors charges an annual fee for wealth management services that covers both ongoing financial planning and investment management. The fee is based on various factors such as the scope and complexity of your situation, the amount of your portfolio, and future earning capacity.
- The annual fee for the first year typically ranges between $6,000 and $60,000, billed quarterly in advance.
- For future years, the fee may be reduced at the firm's discretion, subject to a minimum annual fee of $6,000.
- Fees will not exceed 2% of the value of your portfolio under the firm's advisement.
Contact
Robert Walsh
Location
3 Harding Road, Suite B, Red Bank, NJ, 07701
Get directionsHistory
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
Lighthouse Financial Advisors, INC.
Previous Registrations
Lighthouse Financial Advisors, INC.
State Registrations2 states
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
Additional Information
If you are seeking a team ofdedicated professionalswith expertise, objectivity and attention to detail, Lighthouse Financial Advisors can help you.We build personal relationships with our clients in order to provide optimal solutions and guide you through the complex financial strategies,tax issues, and decisions associated with managing your wealth.
More Advisors
- Steven Tyson, CFPLighthouse Financial Advisors, INC.
- James Freisen, CFPLPL Financial LLC
- Gregory Shulman, CFP, ChFCProsperity Capital Advisors
- Richard Dworzak, CFPBenjamin F. Edwards & Company, Incorporated
- John Turi, ChFCAmeriprise Financial Services, LLC
- Robert Marks, CFP