Jonathan Lachowitz
Jonathan Lachowitz is a CFP-designated registered investment advisor at White Lighthouse Investment Management, INC., based in Bedford, MA, with 16 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Cross-Border Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 406 clients with $920M 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 | Included |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.50% |
First $1,000,000 of investment management is included in the $10,000 annual fixed fee under the Professional Level. Additional AUM fees apply above $1,000,000.
Fee Estimator
Location
Bedford, MA
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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
Jonathan owns and is the only employee of White Lighthouse Investment Management, a financial and investment advisory firm based in Switzerland. He dedicates about half his time to this company, handling financial planning, investment management, and administrative tasks.
Employment History
Current Registrations
White Lighthouse Investment Management, 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
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