Joel Light is a registered investment advisor at Light Capital Management LLC, based in Colleyville, TX, with 7 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 58 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For actively managed accounts for qualified clients, the fee is 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation. Fees are negotiable.
Fee Estimator
Location
Colleyville, TX
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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 →Other Business Activities
Joel is the owner of Light Capital LLC, a personal LLC used to trade his own personal assets. He spends about a quarter of his time on this activity, and slightly less during trading.
Employment History
Current Registrations
Light Capital Management LLC
State Registrations3 states
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