Hugo Lopez
Hugo Lopez is a registered investment advisor at Lighthouse Advisory Services, INC., based in Poway, CA, with 16 years of industry experience. Hugo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 45 clients with $7.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
12718 Shadowline St., Poway, CA, 92064
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 →Other Business ActivitiesSells Insurance
Hugo is an independent insurance agent.
Employment History
Current Registrations
Lighthouse Advisory Services, INC.
Previous Registrations
DBA Seaside Financial & Insurance Services
Fortune Financial Services, INC.Broker
Seaside Financial & Insurance Services
Financial Telesis INCBroker
NFP Securities, INC.Broker
Ing Financial Partners, INC.Broker
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.