Louis Rettino is a registered investment advisor at Lighthouse Financial Advisors, INC., based in Red Bank, NJ, with 22 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 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.
Location
3 Harding Road, Suite B, Red Bank, NJ, 07701
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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
Lighthouse Financial Advisors, INC.
Previous Registrations
Susquehanna Financial Group, LllpBroker
Amherst PierpontBroker
Susquehanna Financial Group, LllpBroker
Ftn Financial Securities CORPBroker
Goldman, Sachs & CO.Broker
Spear, Leeds & Kellogg Specialists LLCBroker
Spear, Leeds & Kellogg, L.P.Broker
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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