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Brady Buskirk

Lighthouse Wealth Strategies, LLC
16 Years of Experience
Gig Harbor, WA
Sells Insurance
View SEC Summary
View SEC Summary

Brady Buskirk is a registered investment advisor at Lighthouse Wealth Strategies, LLC, based in Gig Harbor, WA, with 16 years of industry experience. Brady operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 866 clients with $840M in assets under management.

Lighthouse Wealth Strategies, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
866 clients
Average Client Portfolio
$975K average
Assets Under Management
$844.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.00% to 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and household accounts may be combined.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3312 Rosedale Street NW, Suite 201, Gig Harbor, WA, 98335

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Brady is dual registered with Sowell Management Services, providing financial services and transacting financial products, which takes nearly full-time. He is also a licensed insurance agent and owner of rental property, dedicating minimal time to its maintenance.

Employment History
Current Registrations
Lighthouse Wealth Strategies, LLC
February 2019 - Present · 7 yrs 8 mos
Sowell Management
October 2016 - Present · 10 yrs
Previous Registrations
Lighthouse Wealth Strategies
October 2016 - October 2016 · 0 mos
Concert Wealth Management
March 2015 - January 2017 · 1 yr 10 mos
Purshe Kaplan Sterling InvestmentsBroker
October 2012 - June 2017 · 4 yrs 8 mos
Northwest Asset Management
August 2012 - March 2015 · 2 yrs 7 mos
RBC Capital Markets, LLC
October 2010 - August 2012 · 1 yr 10 mos
RBC Capital Markets, LLCBroker
September 2010 - August 2012 · 1 yr 11 mos
State Registrations7 states
AZCAFLMOORTXWA
Advisor

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
No exam information available for this advisor.
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